People Soft Tools 1

PeopleTools I
January 2004
STU-400-844
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Student Guide
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PeopleSoft
PeopleTools 8.44
PeopleTools I
STU-400-844
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Copyright 2004 PeopleSoft, Inc.
All rights reserved.
All material contained in this document is proprietary and confidential to PeopleSoft, Inc.
and is protected by copyright laws. No part of this document may be reproduced, stored
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FOR
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that the material contained in this document is free of errors. Any errors found in this
document should be reported to PeopleSoft, Inc. in writing.
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PeopleSoft logo, PeopleTools, PS/nVision, PeopleCode, PeopleBooks, Vantive, Vantive
Enterprise and Red Pepper are registered trademarks of PeopleSoft, Inc. All other
trademarks mentioned in this document are the property of their respective owners.
CONTENTS
Preface
PeopleTools I.....................................................................................................................ix
Typographical Conventions and Visual Cues ....................................................................ix
Related Documentation .......................................................................................................x
Lesson 1
Course Overview ...............................................................................................................1

Course Objectives ...............................................................................................................1
Agenda: ...............................................................................................................................2
Lesson 2
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Technology Overview........................................................................................................7
Describing PeopleSoft Application Development Methodology ........................................8
Describing the PeopleSoft Application Designer..............................................................13
Finding Information About PeopleSoft Application Designer in PeopleBooks................16
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Lesson 3
Navigating PeopleSoft Applications...............................................................................19

Navigating PeopleSoft Applications .................................................................................20
Activity 1: Using Basic Navigation Tools........................................................................26
Using Search Pages ...........................................................................................................27
Activity 2: Using Search Pages .....................................................................................34
Identifying Definitions ......................................................................................................35
Entering and Modifying Data ...........................................................................................42
Activity 3: Entering Data...............................................................................................47
Finding Information Using PeopleBooks..........................................................................48
Activity 4: Finding Information Using PeopleBooks........................................................51
Lesson 4
Explaining PeopleSoft Architecture ..............................................................................53

Describing PeopleSoft Databases......................................................................................54
Activity 5:
Examining PeopleSoft Databases............................................................59
Explaining Data Transfer in PeopleSoft Internet Architecture .........................................60
Activity 6:
Explaining Data Transfer in PeopleSoft Internet Architecture ..............68
Identifying Requirements for the Development Environment ..........................................69
Activity 7:
Identifying Requirements for the Development Environment ...............73
Lesson 5
Organizing Data ..............................................................................................................75

Normalizing Data ..............................................................................................................76
Describing Relational Data Models ..................................................................................77
Activity 8:
Normalizing Flat Data.............................................................................83
Reading Data Models ........................................................................................................84
Lesson 6
Validating Data................................................................................................................91
Describing Prompt Tables .................................................................................................92
Using Effective Dating......................................................................................................94
PeopleSoft Proprietary and Confidential
iii
PeopleTools I
Contents
Activity 9:
Using Effective Dating..........................................................................103
Comparing Validation Types ..........................................................................................104
Activity 10:
Viewing and Entering Prompt Values...................................................107
Explaining Tableset Sharing ...........................................................................................108
Activity 11:
Determining Validation Strategies ........................................................110
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Lesson 7
Developing Applications by Using the Eight Steps.....................................................113

Describing the PeopleSoft Application Development Process........................................114
Describing the PeopleSoft Application Designer Interface.............................................117
Activity 12:
Using the PeopleSoft Application Designer..........................................119
Organizing Definitions in a Project.................................................................................120
Activity 13:
Organizing Definitions in a Project.......................................................125
Lesson 8
Designing the Application.............................................................................................127

Planning the Application .................................................................................................128
Activity 14:
Choosing Design Participants ...............................................................130
Determining Functional Specifications ...........................................................................131
Activity 15:
Determining Functional Specifications .................................................133
Determining Technical Specifications ............................................................................134
Describing the Training Application ...............................................................................138
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Lesson 9
Defining Fields ...............................................................................................................141

Discussing Fields in PeopleSoft Applications.................................................................142
Identifying Field Definition Types and Properties ..........................................................145
Activity 16:
Examining Field Definitions .................................................................152
Creating Field Definitions ...............................................................................................153
Activity 17:
Creating Field Definitions for the Course Application .........................155
Assigning Translate Values.............................................................................................156
Activity 18:
Creating Translate Values .....................................................................160
Activity 19:
Creating Field Definitions.....................................................................161
Lesson 10
Creating Record Definitions.........................................................................................163

Explaining Record Definitions........................................................................................164
Accessing Record Definition Displays............................................................................166
Accessing Record Definitions Displays ..........................................................................168
Activity 20:
Accessing Record Definitions Displays ................................................169
Configuring Record Definition Properties ......................................................................170
Activity 21:
Examining Record Definition Properties ..............................................174
Configuring Record Field Use Properties .......................................................................175
Activity 22
Configuring Record Field Use Properties .............................................184
Configuring Record Field Edits Properties .....................................................................185
Activity 23:
Examining Record Field Edits Properties .............................................190
Creating a Record Definition ..........................................................................................191
Activity 24:
Creating a Record Definition ................................................................194
Activity 25:
Creating the T1_COURSE_MATL Record Definition.........................195
Contents
Lesson 11
Lesson 12
PeopleTools I
Building SQL Tables .....................................................................................................197

Describing the Relationship Between Record Definitions and Application Data
Tables ..............................................................................................................................198
Activity 26:
Analyzing PeopleSoft Tables ................................................................201
Building Application Data Tables ...................................................................................202
Activity 27:
Building Application Data Tables.........................................................209
Viewing Table Indexes....................................................................................................210
Activity 28:
Viewing Indexes in a Table...................................................................212
Activity 29:
Building the PS_T1_COURSE_MATRL Table ...................................213
Creating Page Definitions .............................................................................................215
Identifying Page Design Principles .................................................................................216
Identifying Page and Page Control Properties.................................................................224
Activity 30:
Identifying Page and Page Control Properties ......................................239
Adding Page Controls to a Page......................................................................................240
Activity 31:
Adding Page Controls to a Page............................................................248
Creating Page Definitions ...............................................................................................249
Activity 32:
Creating Page Definitions .....................................................................258
Implementing Scroll Areas and Grids .............................................................................259
Activity 33:
Implementing Scroll Areas....................................................................268
Activity 34:
Implementing Scroll Areas and Grids ...................................................269
Finalizing Page Design and Layout.................................................................................270
Activity 35:
Finalizing Page Design and Layout ......................................................275
Activity 36:
Building the Course Materials Page......................................................276
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Lesson 13
Defining Components....................................................................................................279
Identifying Component Definition Basics.......................................................................280
Activity 37:
Identifying Component Definition Basics.............................................291
Defining General and Use Properties ..............................................................................292
Defining Internet Properties ............................................................................................296
Building New Components .............................................................................................300
Activity 38:
Building a Component Definition .........................................................304
Activity 39:
Building the T1_COURSE_MATL Component...................................305
Lesson 14
Registering Components...............................................................................................307
Explaining Component Registration ...............................................................................308
Examining Menu Definitions ..........................................................................................310
Activity 40:
Examining Menu Definitions ................................................................313
Identifying PeopleSoft Security Basics ...........................................................................314
Activity 41:
Identifying PeopleSoft Security Basics.................................................321
Navigating the Portal Registry ........................................................................................322
Activity 42:
Navigating the Portal Registry ..............................................................326
Planning Component Registration...................................................................................327
Registering the Component .............................................................................................333
Activity 43:
Registering the Component...................................................................337
PeopleTools I
Contents
Activity 44:
vi
Registering the T1_COURSE_MATL Component ..............................338
Lesson 15
Testing an Application ..................................................................................................341

Creating and Analyzing Test Plans .................................................................................342
Activity 45:
Creating and Analyzing Test Plans .......................................................347
Testing Applications........................................................................................................348
Activity 46:
Testing Applications .............................................................................349
Troubleshooting Common Issues ....................................................................................350
Activity 47:
Testing More of the Training Application ............................................356
Lesson 16
Editing the Registry Structure .....................................................................................359

Discussing Content Organization in PeopleTools 8.44 Navigation ................................360
Activity 48:
Examining the Portal Registry ..............................................................370
Creating Folders ..............................................................................................................371
Activity 49:
Creating Folders in the Portal Registry .................................................375
Moving Folders or Content References to New Parent Folders......................................376
Activity 50:
Moving Folders or Content References.................................................378
Deleting Folders ..............................................................................................................379
Activity 51:
Deleting Folders in the Portal Registry .................................................381
Activity 52:
Working with Folders in the Portal Registry.........................................382
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Lesson 17
Creating Menu Definitions ...........................................................................................385

Describing the Purpose of a Menu ..................................................................................386
Locating a Component on a Menu ..................................................................................388
Editing Menu Item Labels...............................................................................................390
Activity 53:
Editing Menu Item Labels.....................................................................393
Creating Menu Definitions..............................................................................................394
Activity 54:
Creating a Menu Definition...................................................................398
Lesson 18
Analyzing the Impact of Design Changes....................................................................401

Determining Relationships Among Definitions ..............................................................402
Activity 55:
Determining Relationships Among Definitions ....................................405
Synchronizing Record Definitions and Database Tables ................................................406
Activity 56:
Synchronizing Record Definitions and Database Tables ......................411
Incorporating Upgrades in the Development Strategy ....................................................412
Lesson 19
Building Applications....................................................................................................419
Designing an Application................................................................................................420
Activity 57:
Designing an Application......................................................................421
Creating Data Structures .................................................................................................422
Activity 58:
Creating Data Structures .......................................................................426
Creating User Interfaces..................................................................................................427
Activity 59:
Creating User Interfaces........................................................................431
Testing Applications........................................................................................................432
Activity 60:
Testing the Application .........................................................................433
Contents
Lesson 20
Lesson 21
PeopleTools I
Searching Applications by Using the Verity Search Engine......................................435

Describing and Performing a Verity Search....................................................................436
Activity 61:
Performing a Verity Search...................................................................442
Generating a Registry Search Collection ........................................................................443
Activity 62:
Generating a Registry Search Collection ..............................................444
Adding Keywords to a Search Collection .......................................................................445
Activity 63:
Implementing a Verity Search Collection .............................................448
Performing Data Audits................................................................................................451
Discussing Advantages and Disadvantages of Implementing Audits .............................452
Implementing Field Level Audits....................................................................................456
Activity 64:
Performing a Field-Level Audit ............................................................458
Implementing Record Level Audits ................................................................................459
Activity 65:
Implementing Record Level Audits ......................................................467
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Lesson 22
Importing and Exporting Projects...............................................................................469

Describing How Projects Transport Definitions Between Databases .............................470
Exporting Projects ...........................................................................................................474
Activity 66:
Exporting Projects .................................................................................476
Importing Projects ...........................................................................................................477
Activity 67:
Importing Projects .................................................................................479
Lesson 23
Final Course Activity ....................................................................................................481

Activity 68:
Creating a Course Evaluation Application............................................482
Lesson 24
Course Review ...............................................................................................................483

Completed Objectives .....................................................................................................483
Navigating a PeopleSoft Application ..............................................................................484
Describing the Elements of the PeopleSoft Internet Architecture...................................486
Describing PeopleSoft Data Organization and Validation ..............................................488
Implement the Eight Step Process of Application Development ....................................490
Describing Additional Application Development Considerations ..................................495
Performing Searches and Audits of Application Data ....................................................496
Organizing Definitions into Projects ...............................................................................498
Appendix A
Curriculum Map ...........................................................................................................499
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PeopleTools I
Contents
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viii
Preface
PeopleTools I
Typographical Conventions and Visual Cues
This section discusses:
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Typographical conventions.
Visual cues.
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Typographical Conventions
This table contains the typographical conventions that are used in this guide:
Typographical Convention
Description
Bold
Indicates PeopleCode function names, method names, language

constructs, and PeopleCode reserved words that must be included
literally in the function call.
Italics
Indicates field values, emphasis, and PeopleSoft or other booklength publication titles. In PeopleCode syntax, italic items are
placeholders for arguments that your program must supply.
We also use italics when we refer to words as words or letters as
letters, as in the following: Enter the letter O.
KEY+KEY
Indicates a key combination action. For example, a plus sign (+)

between keys means that you must hold down the first key while
you press the second key. For ALT+W, hold down the ALT key
while you press the W key.
Monospace font
Indicates a PeopleCode program or other code example.
(quotation marks)
Indicate lesson and chapter titles in cross-references and words that

are used differently from their intended meanings.
. . . (ellipses)
Indicate that the preceding item or series can be repeated any

number of times in PeopleCode syntax.
{ } (curly braces)
Indicate a choice between two options in PeopleCode syntax.

Options are separated by a pipe ( | ).
[ ] (square brackets)
Indicate optional items in PeopleCode syntax.
& (ampersand)
When placed before a parameter in PeopleCode syntax, an

ampersand indicates that the parameter is an already instantiated
object.
Ampersands also precede all PeopleCode variables.
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PeopleTools I
Preface
Visual Cues
Training courses contain the following visual cues.
Notes
Notes indicate information that you should pay particular attention to as you work with
the PeopleSoft system.
Note. Example of a note.
If the note is preceded by Important!, the note is crucial and includes information that
concerns what you must do for the system to function properly.
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Important! Example of an important note.

Warnings
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Warnings indicate crucial configuration considerations. Pay close attention to warning

messages.
Warning! Example of a warning.
Cross-References
Training guides provide cross-references either under the heading See Also or on a
separate line preceded by the word See. Cross-references lead to other documents, such
as PeopleBooks, that are pertinent to the immediately preceding documentation.
Example:
Example of cross-reference to a PeopleBook
Related Documentation
PeopleSoft applications are documented in PeopleBooks, which are delivered on the
PeopleBooks CD-ROM. You can also order printed, bound versions of PeopleBooks
through the Documentation section of the PeopleSoft Customer Connection website. You
can find updates and additional documentation for each release on the PeopleSoft
Customer Connection website.
See Also
PeopleSoft Customer Connection, http://www.peoplesoft.com/corp/en/login.asp
Lesson 1
Course Overview
Course Objectives
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By the end of this course, you will be able to:
Describe PeopleSoft application design and the technology behind this process.
Navigate a PeopleSoft application.
Describe the elements of the PeopleSoft Internet Architecture.
Describe PeopleSoft data organization and validation.
Implement the eight steps of application development.
Describe additional application development considerations.
Perform searches and audits of application data.
Organize definitions into projects.
Demonstrate competence in PeopleSoft application development methodology.
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Course Overview
Lesson 1
Agenda: Day One

On day one, we will provide an overview of the course content and discuss these topics:
Navigating PeopleSoft Applications.
Describing the PeopleSoft Internet Architecture.
Organizing Data.
Validating Data.
Implementing the Eight Steps of PeopleSoft Application Development.
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Lesson 1
Course Overview
Agenda: Day Two

On day two, we will discuss these topics:
Designing the Application.
Creating Field Definitions.
Creating Record Definitions.
Building the Table.
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Course Overview
Lesson 1
Agenda: Day Three

On day three, we will discuss these topics:
Creating Page Definitions.
Creating Component Definitions.
Registering the Component.
Testing the Application.
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Lesson 1
Course Overview
Agenda: Day Four

On day four, we will discuss these topics:
Editing the Registry.
Creating Menu Definitions.
Describing Design Considerations and Impact Analysis.
Reviewing Application Development.
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Course Overview
Lesson 1
Agenda: Day Five

On day five, we will discuss these topics:
Describing the Verity Search Engine.
Performing Data Audits.
Importing and Exporting Projects.
Final Course Activity.
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Lesson 2
Technology Overview
Objectives
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By the end of this lesson, you will be able to describe:
PeopleSoft application development methodology
PeopleSoft Application Designer
Find information about the PeopleSoft Application Designer in PeopleBooks.
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Technology Overview
Lesson 2
Describing PeopleSoft Application Development Methodology

PeopleSoft application development is a four-phase process that introduces you to
creating applications in the PeopleSoft environment. The phases are:
Planning the application
Building the data structures
Building the user interface
Testing the application
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Lesson 2
Technology Overview
Describing PeopleSoft Application Development Methodology (continued)

Phase 1, the planning phase, is the most important phase of development. Elements of
planning include:
Design analysis
Fit-gap analysis
Cost analysis
Resource analysis
Contingency analysis
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Technology Overview
Lesson 2

In phase 2, the data design phase, you begin building the data structures phase. Elements
of data design include:
Create field definitions
Create record definitions
Build SQL tables
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Lesson 2
Technology Overview

In phase 3, the user interface phase, you begin building the user interface structures.
Elements of user interface phase include:
Create page definitions
Create component definitions
Set up user navigation
Set up user security
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Technology Overview
Lesson 2

In phase 4, the testing phase, you verify the data structures and user interface. Elements
of data design include:
Verify navigation
Verify security
Enter and verify data
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Lesson 2
Technology Overview
Describing the PeopleSoft Application Designer

Use the PeopleSoft Application Designer to complete most development tasks in a
PeopleSoft environment. The Application Designer performs many development tasks
including:
Creating all definitions used in a PeopleSoft environment.
Creating PeopleCode programs.
Creating Application Engine programs.
Creating internet workflow.
Integrating products.
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Technology Overview
Lesson 2
Describing the PeopleSoft Application Designer (continued)

Some development tasks that you do not perform in the Application Designer are:
Setting up Definition Security
Creating queries
Creating SQR programs
Modifying COBOL programs
Running PeopleSoft Data Mover scripts
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Lesson 2
Technology Overview
Describing the PeopleSoft Application Designer (continued)

In this course, you use the PeopleSoft Application Designer to complete each of your
development requirements. You will use the PeopleSoft Application Designer to:
Create field definitions.
Create record definitions.
Build the SQL tables.
Create page definitions.
Create component definitions.
Set up component navigation.
Set up user security.
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Technology Overview
Lesson 2
Finding Information About PeopleSoft Application Designer in

PeopleBooks
Use the PeopleTools 8.44 PeopleBook: PeopleSoft Application Designer to find
development information including:
Information for planning application development.
Information for creating data structures.
User Interface design and implementation.
Appendixes.
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This table lists the locations of additional information in the PeopleTools 8.44
PeopleBook: PeopleSoft Application Designer:
Location
Type of Information
Using PeopleSoft
Application
Designer
This chapter provides general usage information.
Development
chapters
These chapters discuss development concepts and tasks:

Working With Projects
Creating Field Definitions
Creating Record Definitions
Building SQL Tables and Views
Creating Page Definitions
Using Page Controls
Creating Component Definitions
Using Registration Wizard
Appendixes
The appendixes provide reference information about the reports and workflows that
are delivered with the system.
You can access related material by clicking the Help link in the top, right corner of the
application page. This automatically takes users to the relevant information in the
appropriate PeopleBook.
Note. Context-sensitive help is constrained to non-application specific pages in the
technical database.
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Lesson 2
Technology Overview
Finding Information About PeopleSoft Application Designer in

PeopleBooks (continued)
The following PeopleBooks contain information that applies to PeopleSoft Application
Designer 8.44 and application development using PeopleTools:
PeopleTools 8.44 PeopleBook: PeopleSoft Application Designer
PeopleTools 8.44 PeopleBook: Security Administration
PeopleTools 8.44 PeopleBook: Internet Technology
PeopleTools 8.44 PeopleBook: PeopleCode Developer's Guide
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Student Notes
This table describes the additional PeopleBooks that contain information about
PeopleSoft Application Designer and application development using PeopleTools.
PeopleBook
Description
PeopleTools 8.44 PeopleBook:

PeopleSoft Application Designer
This PeopleBook describes the fundamental elements of developing

applications for PeopleSoft Internet Architecture.

Security Administration
This PeopleBook describes the interface, tables, and other components

associated with PeopleSoft security and how you can use them to
secure pages, fields, and other definitions.

Internet Technology
This PeopleBook describes PeopleTools internet technology,

including PeopleSoft Internet Architecture (PIA) and PeopleTools
portal technology used for creating and managing portals.

PeopleCode Developer's Guide
This PeopleBook covers the concepts of PeopleCode, tips for using

PeopleCode, the interaction of PeopleCode and the Component
Processor, and a number of other specialized topics, such as the use of
the PeopleCode debugger and referencing data in the component
buffer.
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Technology Overview
Lesson 2
Review
In this lesson, you learned that:
The PeopleSoft application design methodology creates a framework for

development.
The PeopleSoft Application Designer is the primary tool for application development
in a PeopleSoft environment.
You can find information about the PeopleSoft Application Designer in a variety of
PeopleBooks.
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Lesson 3
Navigating PeopleSoft
Applications
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Objectives
By the end of this lesson, you will be able to:
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Navigate PeopleSoft applications.
Use search pages.
Identify definitions.
Enter and modify data.
Find information using PeopleBooks.
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Navigating PeopleSoft Applications
Lesson 3

To sign in to a PeopleSoft application, you need three things:
A URL
A valid user ID
The correct password for the user ID
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Lesson 3
Navigating PeopleSoft Applications (continued)

After signing in, the homepage appears in the browser. The homepage contains three
major areas:
The menu pagelet, a hierarchy of folders and content references.
The header, which contains quick access to navigational aids.
The target area, which displays content.
FOR
Slide 25 _______________________________________________________________________________________________________
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INTERNAL
USE
ONLY!
Use the homepage to display the navigation area, header, and target area.
PeopleSoft homepage
See Also
PeopleTools 8.44 PeopleBook: Internet Technology, Administering Portal Homepages
and Pagelets
21
Lesson 3

Two elements make up the navigation:
Folders.
Content references.
Slide 26 _______________________________________________________________________________________________________
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Student Notes
Use the menu pagelet to navigate using folders and content references.
INTERNAL
USE
ONLY!
The menu pagelet

See Also
PeopleTools 8.44 PeopleBook: Internet Technology, Administering Portal Homepages
and Pagelets
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Lesson 3

You can define content that you use often as a favorite. There are
PeopleSoft favorites.
Browser favorites or bookmarks.
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Lesson 3

PeopleSoft favorites are different from browser favorites or bookmarks.
Browser Favorites
PeopleSoft Favorites
You can access them at any time.
You must sign in to access them.
They are stored on a local hard disk.
They are stored in the portal database.
They are limited to a single computer and cannot be

accessed from different locations.
They stay with a user ID in the database and can be

accessed from any browser after signing in.
Any users can see the same favorites, regardless of

PeopleSoft user ID.
Favorites are stored by user ID.
FOR
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Lesson 3

Another method of navigation is through the search feature on the homepage. To use the
search feature:
1. Type the word that you want to search.
2. Click the Go button.
3. Select the link that best suits your needs.
FOR
Slide 29 _______________________________________________________________________________________________________
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Use the Search page as an alternate means of navigation.
Search page
See Also
PeopleTools 8.44 PeopleBook: Internet Technology, Understanding PeopleSoft Portal
Technology
25
Lesson 3
Activity 1: Using Basic Navigation Tools

In this activity, you will read the activity overview and:
1. Sign in.
2. Use content references to load components.
3. Create PeopleSoft favorites.
4. Navigate with searches.
FOR
See PeopleTools I: Activity Guide, lesson 3, Navigating PeopleSoft Applications,

Activity 1: Using Basic Navigation Tools.
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ONLY!
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Lesson 3
Using Search Pages

You have already seen a number of search pages; they appear when you click on most
content references in navigation. Search pages:
Enable users to find the data they are interested in viewing.
Are an interim step between content reference and component.
Allow the user to select from a list of data rows.
Are dynamically built based on several definition properties.
FOR
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Lesson 3
Using Search Pages (continued)

Depending on how you configure a component, you may see:
A basic search page.
An advanced search page.
Slide 32 _______________________________________________________________________________________________________
FOR
Student Notes
Use this page to do a basic search for student information.

Page Name
Navigation
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Personal Information
Students, Personal Information
Click the Basic Search link.
Personal Information
Click the Advanced Search link.
Use the basic search page to find the row of data that you need.
Basic search page for Student Personal Information
28
Use the advanced search page to further constrain the rows of data you need.
Lesson 3
FOR
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Advanced search page for Student Personal Information

See Also
PeopleTools 8.44 PeopleBook: Using PeopleSoft Applications, Using Keys and Search
Pages
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Lesson 3

The search fields that appear on the page are determined in the record definition. They
are termed
Search keys.
Alternate search keys.
Slide 33 _______________________________________________________________________________________________________
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Use the Record Field properties dialog to select search properties.
INTERNAL
USE
ONLY!
Dialog Name
Navigation
Record Field Properties
File, Open,
Select Record in the Definition field.

Select a record.
Double click a field
Record field properties

See Also
PeopleTools 8.44 PeopleBook: PeopleSoft Application Designer, Working with
Records
30
Lesson 3
Pages
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Lesson 3

You can create custom searches. These searches:
Are stored by userID.
Are available on the Advanced Search page only.
Are available for use in other search pages that use the same search record.
FOR
Slide 34 _______________________________________________________________________________________________________
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Use the following navigation path to access this page:
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USE
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Page Name
Save Search As
Navigation
Click the Save Search Criteria link.
Use the Save Search page to save search criteria that is used often.
Save Search As page

See Also
Pages
32
Lesson 3

There are four steps to creating a saved search:
1. Enter search criteria on a search page.
2. Click the Save Search Criteria link.
3. Enter a name for the search.
4. Click the Save button.
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33
Activity 2:
Lesson 3
Using Search Pages

In this activity, you will read the activity overview and use the search page to locate data
in the application.
Activity 2: Using Search Pages.
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34
Lesson 3
Identifying Definitions
The PeopleSoft user interface is made up of several element types, all of which you must
understand in depth to develop in the PeopleSoft environment. This section discusses:
Definition basics.
Component definitions.
Page definitions.
Field definitions.
Definition names.
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35
Lesson 3
Identifying Definitions (continued)

Definitions make up the PeopleSoft user interface:
Navigation
Security
Component
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Record
Field A
Record
Field E
Field B
Field F
Field C
Field G
Field D
Field H
Interdependent PeopleSoft definitions

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36
Lesson 3

The component definition is central to the user interface. Component definitions
determine:
The search page.
The toolbar buttons at the bottom of the screen.
The mode of the component update/display, history, or correction.
The pages that you access.
Page tabs or hyperlinks.
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37
Lesson 3

The page defines what the user sees.
Each component can hold multiple pages.
Tabs at the top of the screen enable access to each page.
Pages contain fields.
Levels segment pages.
All pages include a level 0, and many have other levels as well.
Level 0 contains the highest-level key values that make a row of data unique.
Level 0 key values are entered once, when a new row is created.
A scroll area or a grid, if they exist, binds other levels.
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38
Lesson 3

Fields hold the data entered into the application database.
Fields on a page hold data that you save to tables in the database.
Fields support many data types.
Fields can be interactive or display-only.
FOR
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39
Lesson 3

Pages can contain many different field types represented by different controls including:
Edit boxes.
Drop down list boxes.
Check boxes.
Radio buttons.
Images.
FOR
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40
Lesson 3

From any component in the application, use CTRL + J to see an information page that
includes the names of the component definitions that make up the interface.
Slide 43 _______________________________________________________________________________________________________
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Use CTRL + J to see an information page showing the interfaces component definitions.
Page Name
Personal Details
FOR
Navigation
Instructors, Professional Details
Select an instructor.
INTERNAL
USE
ONLY!
Press CTRL + J.
Information displayed with CTRL+ J keyboard combination

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41
Lesson 3
Entering and Modifying Data

Components include a series of buttons at the bottom of the screen.
Save.
Return to Search.
Next/Previous in List.
Add.
Update/Display.
Show History.
Correct History.
FOR
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Slide 44 _______________________________________________________________________________________________________
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Configure these buttons in the component:
Component toolbar
See Also
PeopleTools 8.44 PeopleBook: PeopleSoft Application Designer, Creating Component

Definitions
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42
Lesson 3
Entering and Modifying Data (continued)

If you prefer keystrokes to mouse clicks, there are keyboard alternatives for buttons and
other actions:
Hot keys perform an action immediately.
Access keys change the cursor focus to a button; you must press Enter to complete
the command.
FOR
Slide 45 _______________________________________________________________________________________________________
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For an online list of hot keys and access keys, press CTRL + K on the keyboard.
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See Also
PeopleTools 8.44 PeopleBook: Using PeopleSoft Applications, Working with BrowserBased Applications
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43
Lesson 3

When you add new rows of data for an entire component, you start by entering a new
high-level (level 0) key value. You add a new level 0 value from either:
The search page
The component
Slide 46 _______________________________________________________________________________________________________
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Page Name
Navigation
Search page
Personal Details
Use the search page to add a new value.
Personal Information search page
44
Use the Add button on the Personal Details page to add a new value.
Lesson 3
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45
Lesson 3

To update existing information or insert new rows at level one:
Use the insert row button in the scroll area.
User the insert row button in the grid.
Slide 47 _______________________________________________________________________________________________________
FOR
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Page Name
Navigation
Products by Customer
Customer, Products Purchased
Purchase Order
Purchasing, Maintain Purchase Orders
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46
Lesson 3
Activity 3:
Entering Data
In this activity, you will read the activity overview and enter your student data in the
database.
Activity 3: Entering Data.
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47
Lesson 3
Finding Information Using PeopleBooks

PeopleBooks document PeopleTools and PeopleSoft applications. PeopleBooks offer:
An integrated user interface as a Help link.
Context-sensitive assistance where possible; displaying information related to the

screen that you are viewing.
A navigational taxonomy for locating information.
A text search capability.
FOR
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Lesson 3
Finding Information Using PeopleBooks (continued)

When accessing PeopleBooks:
You link immediately to the appropriate documentation for the page you are viewing
if context sensitive help exists.
If no context-sensitive help is available, a page displays linking you back to the

PeopleBooks main menu.
FOR
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Lesson 3
Finding Information Using PeopleBooks (continued)

You can navigate PeopleBooks in several ways.
PeopleBooks library
Verity search
Contents view
Index view
Search view
FOR
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The PeopleBooks library gives you multiple ways to access information:
PeopleBooks library
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50
Lesson 3
Activity 4:
Finding Information Using PeopleBooks

In this activity, you will read the activity overview and find information using
PeopleBooks.
Activity 4: Finding Information Using PeopleBooks.
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51
Lesson 3
Review
In this lesson, you learned that
You navigate a PeopleSoft application by clicking on folders to find a content

reference.
A search page presents you with options for finding the data that you want.
PeopleSoft definitions are interdependent.
You add high-level information at level 0 but you insert subordinate data at other
levels.
PeopleBooks provide multiple ways of searching for information about an

application.
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52
Lesson 4
Explaining PeopleSoft
Architecture
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Objectives
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Describe PeopleSoft databases.
Explain data transfer in PeopleSoft Internet Architecture.
Identify requirements for the development environment.
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53
Explaining PeopleSoft Architecture
Lesson 4
Describing PeopleSoft Databases

Tables in PeopleSoft databases fall into three general areas:
System Catalog
PeopleTools
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Application Data
Three categories of tables
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Lesson 4
Describing PeopleSoft Databases (continued)

System catalog tables contain the database metadata and:
Track all objects in the entire database.
Are analogous to a table of contents.
Vary based on the platform.
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Lesson 4

The PeopleTools tables contain metadata about the PeopleSoft application installed on
the database. PeopleTools tables:
Have consistent structure between applications.
Vary in content between applications.
Have their content modified by PeopleTools such as PeopleSoft Application

Designer.
Are converted to HTML, delivered to browser.
Use the naming convention PS*, for example, PSPNLDEFN.
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Lesson 4

Application data tables hold the data that users enter into the database:
Specific tables are determined by application.
Developers can create more.
Content is modified through the user interface.
Tables use the naming convention PS_, for example, PS_CUSTOMER_TBL.
FOR
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Lesson 4

You can use a query tool to examine the contents of the tables, but do not change the
contents outside of the approved tools because the PeopleTools tables and the application
data table could become unsynchronized.
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Lesson 4
Activity 5:
Examining PeopleSoft Databases

In this activity, you will review the activity overview and examine the contents of the
classroom database.
See PeopleTools I: Activity Guide, lesson 4, Explaining PeopleSoft Architecture,
Activity 5: Examining PeopleSoft Databases.
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Lesson 4
Explaining Data Transfer in PeopleSoft Internet Architecture

The architecture behind PeopleSoft Internet Architecture takes the raw data from the
application database and delivers it in the form of an interactive user interface on a
standard web browser. Components of PeopleSoft Internet Architecture are:
Browsers as clients.
Web servers.
Application servers.
Database servers.
FOR
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Lesson 4
Explaining Data Transfer in PeopleSoft Internet Architecture (continued)

With PeopleSoft Internet Architecture, users do their work with a browser; no code is
required on the client. Advantages to delivering the user interface on a browser include:
Easy access.
Platform independence.
Low bandwidth access.
Simple application maintenance and deployment.
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61
Lesson 4

This diagram illustrates that the client does not have native capabilities to display
database content:
Database
Server
Browser
HTML 4
Compatible
Browser
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System Catalog
PeopleTools
Application Data
Browser and database server
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62
Lesson 4

This graphic illustrates how a web server acts as the front end of PeopleSoft Internet
Architecture, delivering the HTML that the browser displays:
Web Server
Database
Server
Browser
HTML
HTML 4
Compatible
Browser
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Web Services
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PeopleTools
Application Data
The HTML connection between the browser and the web server
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63
Lesson 4

As seen in this diagram, the application server completes the connection, managing
communication with the database and delivering HTML to the web server for display:
Application
Server
Web Server
Database
Server
Browser
HTML
HTML 4
Compatible
Browser
FOR
Web Services
PeopleSoft
Services
System Catalog
PeopleTools
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Java Servlets
SQL
Application Data
Tuxedo/Jolt
Jolt
The application server communicates with the web server and the database
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Lesson 4

When developing for PeopleSoft Internet Architecture interfaces, you must consider
issues that are not present in other prior releases:
No code runs on the client.
All code runs on the application server.
Running code requires a server trip and a browser refresh.
FOR
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Lesson 4

Deferred processing is one possible solution to limit server trips. With deferred
processing:
User actions and processed as a single batch.
Processing normally takes place when user saves work.
You can specify when you want the server to process.
User experience is a large factor in its success.
FOR
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66
Lesson 4

Multi-row insert is another development option to limit server trips. Multi-row
processing:
Is used when entering multiple rows of data.
Enables the user to enter the number of data rows to insert.
Holds the data in the component buffer until you save the component.
FOR
Slide 69 _______________________________________________________________________________________________________
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Use this page to insert multiple rows:

Page Name
Navigation
Purchase Orders
Purchasing, Maintain Purchase Orders
Purchase Orders page

See Also
PeopleTools 8.44 PeopleBook: PeopleSoft Application Designer, Guidelines for
Designing Pages
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67
Activity 6:
Lesson 4
Explaining Data Transfer in PeopleSoft Internet

Architecture
In this activity, you will review the activity overview and:
Enter data on a page that defers processing.
Enter data on a page that does not defer processing.
Enter data on a page that includes a multi-row insert capability.
FOR
See PeopleTools I: Activity Guide, lesson 4, Explaining PeopleSoft Architecture,

Activity 6: Explaining Data Transfer in PeopleSoft Internet Architecture.
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68
Lesson 4
Identifying Requirements for the Development Environment

The development environment primarily consists of the PeopleSoft Application Designer
and:
Is installed on the Windows client with the installation of PeopleTools.
Manipulates data in the PeopleTools tables on the database.
Connects to the database directly or by means of an application server.
FOR
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69
Lesson 4
Identifying Requirements for the Development Environment (continued)

This diagram shows the way that the two types of development workstations fit into the
architecture:
Development
System (2-Tier)
HTML
Development
System (3-Tier)
FOR
HTML
SQL
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PeopleSoft
Services
Web Services
SQL
System Catalog
PeopleTools
Tuxedo
Java Servlets
Application Data
Database
Server
Tuxedo/Jolt
Jolt
Web Server
Application
Server
Two-tier and three-tier connections

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This table contrasts two-tier and three-tier connections:
70
Connection
Type
Communication
Protocol
Security
Connection
Management
Simplicity
Functionality
Two-tier
SQL is inefficient
except when you
connect to a fast
local network.
This requires
direct database
connectivity.
The database
server manages
this
connection.
This can slow
performance
when you
make multiple
connections.
You point an
ODBC
connector to
the database.
Manages all
tasks.
There is
potential for
security
violations.
Lesson 4
Connection
Type
Communication
Protocol
Security
Connection
Management
Simplicity
Functionality
Three-tier
BEA Tuxedo and

TCP/IP are fast,
especially over a
WAN.
The
connection is
managed by
the application
server. There
is less
exposure to
security
violations.
The application
server manages
this
connection.
The database
server has to
manage only
the connection
to the
application
server.
You must
configure an
application
server.
Does not
execute
PeopleSoft
Data Mover
commands or
perform
PeopleSoft
Application
Designer
upgrades.
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71
Lesson 4
Identifying Requirements for the Development Environment (continued)

Unlike in previous releases of PeopleTools, developers need access to the entire
PeopleSoft Internet Architecture setup to test their work as this diagram illustrates:
Windows Client
(3-Tier)
Windows Client
(2-Tier)
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Web Server
Browser
HTML
HTML 4
Compatible
Browser
SQL
Tuxedo
Application
Server
PeopleSoft
Services
Web Services
Java Servlets
Database
Server
SQL
System Catalog
PeopleTools
Application Data
Tuxedo/Jolt
Jolt
PeopleSoft Internet Architecture

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72
Lesson 4
Activity 7:
Identifying Requirements for the Development

Environment
In this activity, you will review the activity overview and identify terms
See PeopleTools I: Activity Guide, PeopleSoft Architecture, Activity 7: Identifying
Requirements for the Development Environment.
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73
Lesson 4
Review
A PeopleSoft database consists of three types of tables: System catalog tables,

PeopleTools tables, and application data tables.
PeopleSoft Internet Architecture transfers data from the database to the application
server where it is transformed to HTML that is assembled by the web server and
presented to the user on a browser.
Development environments require either a direct ODBC connection or an

application server connection to the database.
FOR
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74
Lesson 5
Organizing Data
Objectives
FOR
Normalize data.
Describe relational data models.
Read data models.
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75
Organizing Data
Lesson 5
Normalizing Data
The process of organizing data into logically related tables is called normalization. The
goal of normalization is to ensure that data is never entered in two places. Normalization:
Can lead to complex designs.
Often requires compromise, trading complexity for redundancy.
Has several standard levels of normalization.
FOR
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76
Lesson 5
Organizing Data
Describing Relational Data Models

Because relational databases are used in a variety of contexts, RDBMS terminology
includes multiple expressions for the same element. This table lists some of these
expressions:
PeopleSoft Terms
Equivalent Terms
Table
File, set
Row
Record, occurrence, entry, line
Column
FOR
Field, item, data element, attribute
RDBMS terminology
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77
Organizing Data
Lesson 5
Describing Relational Data Models (continued)

Relational data modeling has three basic goals:
Minimize data redundancy.
Promote efficient retrieval of data.
Maximize flexibility.
FOR
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78
Lesson 5
Organizing Data

This is an example of non-relational data about Mark Larsen:
Name
Address
Company
Degree
Skill
Level
Larsen,Mark
1776 Mt. Diablo
XYZ Corp
AAS
CSA
Larsen,Mark
1776 Mt. Diablo
XYZ Corp
MBA
DBD
Larsen,Mark
1776 Mt. Diablo
XYZ Corp
DUP
Larsen,Mark
1776 Mt. Diablo
XYZ Corp
PT
Larsen,Mark
1776 Mt. Diablo
XYZ Corp
SQL
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79
Organizing Data
Lesson 5

Through normalization, relational database models separate data into tables that are
related to one another:
Key structure establishes links between tables.
There are two types of relationships: Parent/child and prompt.
Keys play a role in both relationship types.
FOR
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This table defines common terms that are used in relational databases:
Parent/Child
The parent table stores basic information related to the

high-level key. Child tables use a complex key structure;
they share the same high-level key with the parent and
include at least one additional key.
Prompts
The key from the prompt table is stored in the prompting

table. This is a form of data validation. In other databases,
this is often called a foreign or candidate key.
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80
Lesson 5
Organizing Data

To understand table relationships in a PeopleSoft application, you need to know these
terms:
Search key
High level key
Prompt table
Parent table.
Child table
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81
Organizing Data
Lesson 5

This diagram shows a prompt table, a parent table, and a child table.
T1_CUST_TBL (Prompt)
Key
PSU_STUDENT_TBL (Parent)
Key
CUSTOMER_ID DESCR
DESCR_SHORT
CONS
LSL
XYZ
Cons Srvs
LoneStar
XYZ
Consulting Services
LoneStar Longhorn Cattle Co.
XYZ Corporation
FOR
STUDENT_ID STUDENT_NAME CUSTOMER_ID EMPHASIS
2001
2003
2020
Larsen,Mark D
XYZ
Bechingham,Carol CONS
Carson,Kitty
LSL
F
T
T
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PSU_STUDENT_EXP (Child)
Key
Key
STUDENT_ID SKILL
2001
2001
2001
2001
2001
CSA
DBD
DUP
PT
SQL
PROFICIENCY
M
M
H
H
M
PSU_STUDENT_ED (Child)
Key
Key (Duplicate)
STUDENT_ID DEGREE
SCHOOL_CODE MAJOR
2001
2001
NC0001
MA1000
AAS
MBA
Business Management
Business Administration
Prompt table, parent table, and child table

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82
Lesson 5
Activity 8:
Organizing Data
Normalizing Flat Data

In this activity, you will review the activity overview and normalize flat data.
See PeopleTools I: Activity Guide, lesson 5, "Organizing Data," Activity 8: Normalizing
Flat Data.
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83
Organizing Data
Lesson 5
Reading Data Models

Data models show the relationships between database tables:
A conceptual model shows entity names and relationships.
A physical model is more detailed and includes table names, key structure, and
column names.
PeopleSoft delivers physical data models for all database applications.
FOR
Slide 86 _______________________________________________________________________________________________________
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You can find data models on Customer Connection at www.peoplesoft.com.

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84
Lesson 5
Organizing Data
Reading Data Models (continued)

This diagram shows an example of the physical data model:
PSU_STUDENT_EXP
T1_CUST_TBL
PSU_STUDENT_TBL
CUSTOMER_ID
STUDENT_ID
DESCR
DESCRSHORT
CUSTOMER_TYPE
PHONE
PSU_ADDRESS_SBR
CONTRACT_DT
TRAINING_UNITS
DESCRLONG
STUDENT_NAME
CUSTOMER_ID
EMPHASIS
SAME_ADDR_CUSTOMER
PSU_ADDRESS_SBR
PHONE
PROJECT_ROLE
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STUDENT_ID
SKILL
PROFICEINCY
DATE_LAST_MAINT
PSU_STUDENT_ED
STUDENT_ID
DEGREE
SCHOOL_CODE
MAJOR
GPA
GRADUATE_INDICATOR
Physical entity relationship diagram
Slide 87 _______________________________________________________________________________________________________
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85
Organizing Data
Lesson 5

This table shows the four types of connection symbols:
For each row A, row B has a minimum of one and a
maximum of one row.
For each row A, row B has a minimum of zero and a
maximum of one row.
FOR
For each row A, row B has a minimum of one and a

maximum of many rows (the crows foot means many).
For each row A, row B has a minimum of zero and a
maximum of many rows.
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86
Lesson 5
Organizing Data

You read the relationships both ways, from A to B, then B to A. The following diagram
shows these relationships:
PSU_STUDENT_TBL
PSU_STUDENT_ED
STUDENT_ID
STUDENT_NAME
CUSTOMER_ID
EMPHASIS
SAME_ADDR_CUSTOMER
PSU_ADDRESS_SBR
PHONE
PROJECT_ROLE
STUDENT_ID
DEGREE
SCHOOL_CODE
MAJOR
GPA
GRADUATE_INDICATOR
FOR
Connection between two tables
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87
Organizing Data
Lesson 5

PeopleSoft data models are available in Visio, HTML, and PDF formats. Data models:
Are included on the PeopleBooks installation CD.
Can be downloaded from PeopleSoft Customer Connection by product line.
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88
Lesson 5
Organizing Data
Review
You can normalize data by removing redundancies among tables.
A relational data model is a diagram that describes how tables in an application are
related.
In a relational data model, connecting symbols describe the relationships between

tables.
FOR
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89
Organizing Data
Lesson 5
Notes
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90
Lesson 6
Validating Data
Objectives
FOR
Describe prompt tables.
Use effective dating.
Compare validation types.
Explain tableset sharing.
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91
Validating Data
Lesson 6
Describing Prompt Tables

In a prompt table edit, field values can be filled or edited only from a list of values in the
prompt table. This diagram shows the prompt table PSU_INSTR_TBL filling values for
the Instructor field in the PSU_CRS_SESSN table.
T1_CRS_SESSN
T1_COURSE
T1_SESSN_NBR
PSU_INSTR_TBL
INSTRUCTOR
EFFDT
EFF_STATUS
DESCR
BUSINESS_UNIT
LAST_NAME
FIRST_NAME
CURR_DEV_FLAG
COURSE_TYPE
FACILITY
PSIMAGEVER
PHOTO
BUSINESS_UNIT
T1_START_DT
END_DT
T1_MAX_ENROLL
INSTRUCTOR
TRAINING_LOC
T1_CLASSROOM
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Prompt table with values for the Instructor field
Slide 94 _______________________________________________________________________________________________________
Student Notes
Structurally, a prompt table is no different from any other application data table. It stores
values that other tables can validate against.
See Also
PeopleTools 8.44 PeopleBook: PeopleSoft Application Designer, Creating Record
Definitions
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92
Lesson 6
Validating Data
Describing Prompt Tables (continued)

The Student page uses the customer table to provide valid values. When you select from
the search results, the key value from the prompt table is written to the field. If you enter
an invalid value, the system warns you and does not allow a save.
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93
Validating Data
Lesson 6
Using Effective Dating

Tables containing an effective date (EFFDT) field as a key are called effective-dated
tables. Effective dating:
Retains historical data.
Stores data for future use.
Slide 96 _______________________________________________________________________________________________________
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Student Notes
To understand the value of effective dating, here are a few examples of challenges in
trying to maintain historical data or in noting future data changes.
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Example 1: If Bryan Lake were promoted to senior clerk, would there be a record of his
being a clerk?
EMPLID (Key)
NAME
TITLE
WAGE
1724
Lake,Bryan
Clerk
10.50
Example 2: If Syndee Edmonds were to take a leave of absence (become an inactive

employee), how will it be recorded?
EMPLID (Key)
NAME
TITLE
WAGE
9442
Edmonds,Syndee
Associate
11.25
Example 3: If the products price changes at midnight, with the following table structure
you cant make this happen.
PRODID (Key)
DESCR
COST
RETAIL
100567
Tambourine
12.87
29.99
100568
Cowbell
4.22
11.99
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94
Lesson 6
Validating Data
Using Effective Dating (continued)

These altered table structures solve the challenges:
EMPLOYEE
PRODUCT
EMPLID (key)
PRODID(key)
EFFDT (key)
EFFDT (key)
EFF_STATUS
EFF_STATUS
NAME
DESCR
FOR
TITLE
COST
WAGE
RETAIL
Slide 97 _______________________________________________________________________________________________________
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ONLY!
These examples allow for the necessary changes:

Notice the EFFDT field in the Employee table:
EMPLID (Key)
EFFDT(Key)
EFF_STATUS
NAME
TITLE
WAGE
1724
08/15/2002
Lake,Bryan
Clerk, Sr.
12.00
05/11/2002
Lake,Bryan
Clerk
10.50
9442
01/01/2004
Edmonds,Sydnee Associate 11.25
9442
06/01/2002
9442
11/28/1996
1724
Notice the EFFDT field in the Product table:

PRODID (Key)
EFFDT (Key)
EFF_STATUS
DESCR
COST
RETAIL
100567
11/01/2002
Backpack
13.22
32.99
100567
12/01/2000
Backpack
12.87
29.99
100568
11/01/2002
Mousepad
5.03
12.49
100568
12/01/2000
Mousepad
4.22
11.99
95
Validating Data
Lesson 6

Effective-dated tables include three types of rows:
Future
Current
History
FOR
Slide 98 _______________________________________________________________________________________________________
Student Notes
This table defines terms that are used in effective dating:

Future
Current
History
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The effective date is greater than the current system date.

The effective date is the closest to today, but is not in the future.
The effective date is less than the current effective date.
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96
Lesson 6
Validating Data

When entering rows into effective-dated tables, you have four action choices:
Add
Update/Display
Include History
Correct History
FOR
Slide 99 _______________________________________________________________________________________________________
Student Notes
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USE
ONLY!
As you do with any other table, you use Add to create a new search key value:
EMPLID
EFFDT
EFF_STATUS
NAME
TITLE
WAGE
9442
11/28/1996
Edmonds,Sydnee
Associate
11.25
Use Update/Display to edit data that is subordinate to an existing search key,

including inserting rows, as shown in this table:
EMPLID
EFFDT
EFF_STATUS
NAME
TITLE
WAGE
9442
01/01/2005
Edmonds,Sydnee
Associate
11.25
9442
06/01/2002
Edmonds,Sydnee
Associate
11.25
In Update/Display mode, only the current and future rows are available to the user. You
can update the future rows and you can insert any row with an EFFDT greater than the
current row.
Use Include History to view (but not change) historical data, as shown in this table:
EMPLID
EFFDT
EFF_STATUS
NAME
TITLE
WAGE
9442
01/01/2005
Edmonds,Sydnee
Associate
11.25
9442
06/01/2002
Edmonds,Sydnee
Associate
11.25
9442
11/28/1996
Edmonds,Sydnee
Associate
11.25
Use Correct History to view and edit data regardless of effective date, as shown in
this table:
EMPLID
EFFDT
EFF_STATUS
NAME
TITLE
WAGE
9442
01/01/2005
Edmonds,Sydnee
Associate
11.25
97
Validating Data
Lesson 6
9442
06/01/2002
Edmonds,Sydnee
Associate
11.25
9442
11/28/1996
Edmonds,Sydnee
Associate
11.25
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Lesson 6
Validating Data

This table summarizes each action mode:
Action
Can View
Can Insert
Can Update
Add
NA
New high-level key
NA
Update/Display
Current, future
New effective date greater

than the current row
Future only
Include History
History, current, future
New effective date greater

than the current row
Future only
Correct History
History, current, future
Any effective date
All rows
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Validating Data
Lesson 6

Entering data into effective-dated pages is unique. Even though all the data resides on a
single table, the page contains two levels. The current effective date for a given highlevel key is displayed. This design enables you to enter multiple effective dates for each
high-level key. All effective-dated pages follow these rules:
All rows are categorized as history, current, or future.
When you insert a new row, data for all fields is copied from the current row.
When prompting to tables that are effective dated, only current, active values are
available.
FOR
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Lesson 6
Validating Data

When a field on a page prompts against an effective-dated table, only current, active
choices appear. There are four possible combinations to consider, as described in this
table:
Table Writing To
Prompt Table
Behavior
No effective date
No effective date
All rows retrievable; displays the first 300

rows
No effective date
Effective date
Rows categorized against the system date;

current, active rows retrievable
Effective date
Effective date
Rows categorized by effective date; current,

active rows retrievable
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Effective date
No effective date
All rows retrievable; displays the first 300

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Validating Data
Lesson 6

This example shows both tables as effective-dated tables. Consider the following row for
the Department table. The MGR column uses values from the Personal Data table.
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Lesson 6
Activity 9:
Validating Data
Using Effective Dating

Use effective-dated tables.
Use prompt tables.
See PeopleTools I: Activity Guide, lesson 6, Validating Data, Activity 9: Using

Effective Dating.
FOR
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Validating Data
Lesson 6
Comparing Validation Types

In addition to prompt tables, there are other types of validation:
The translate table (PSXLATITEM) prompt.
The Yes/No prompt.
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Lesson 6
Validating Data
Comparing Validation Types (continued)

Prompt and translate tables provide values for the users to select. However, the fields
they represent differ visually.
This is a summary of prompt and translate table characteristics:
Prompt Table
Translate Table
Developers determine table structure.
PeopleSoft developers determines table structure.
FOR
Users can access from any field configured to prompt.
Values are tied to a specific field.
Users are taken to a search page to select a value.
Users see a list of descriptions or radio buttons.
Users can maintain values.
Developers maintain values.
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The Personal Details page shows every type of prompt:

Page Name
Navigation
Personal Details
Personal Details page

See Also
Definitions
105
Validating Data
Lesson 6
Comparing Validation Types (continued)

Using the translate table for prompts can enhance usability. Users can select a value with
two clicks instead of using the search page. This table shows considerations for when to
use prompt table edit and when to use translate table edit:
Consideration
Prompt Table Edit
Translate Table Edit
Number of choices
Use when there are many choices.

The lookup page can show up to
300 lines and can be filtered with
search criteria.
Use when there is a short list, 30 or

fewer.
Use when prompt values change

often. The prompt table is
accessible to the users who have
security access; users can maintain
values.
Use when the list of choices is

relatively static. The developer
enters values as a property of the
field definition.
Data structure
Use when more than a description

has to be associated with the highlevel key.
Use when all you need is a

description of the value.
Caching
This table is not cached.
This table is cached for quick

access.
Maintenance
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Lesson 6
Activity 10:
Validating Data
Viewing and Entering Prompt Values

in this activity, you will review the activity overview and view and enter prompt values.
See PeopleTools I: Activity Guide, lesson 6, Validating Data, Activity 10: Viewing and
Entering Prompt Values.
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Validating Data
Lesson 6
Explaining Tableset Sharing

Use tableset sharing to filter prompt table choices based on business rules. In PeopleSoft
applications, a large percentage of the tables are keyed with one of two fields:
Business Unit
SetID
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Lesson 6
Validating Data
Explaining Tableset Sharing (continued)

Many PeopleSoft applications include prebuilt tableset sharing that filters results by
product line, department, reporting structure, region, and other organizational lines. This
diagram shows prompt values that have been limited by location:
Location Prompt
(USA)
Atlanta
Boston
New York
San Francisco
FOR
Atlanta
Boston
Copenhagen
Mexico City
New York
Paris
San Francisco
Tokyo
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Location Prompt
(International)
Location
Prompt
Table
Copenhagen
Mexico City
Paris
Tokyo
Prompt values limited by location
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Validating Data
Activity 11:
Lesson 6
Determining Validation Strategies

In this activity, you will review the activity overview and examine a data model of the
application that you will build in class. You will determine what data validation strategy
to use for a number of prompts, based on the five strategies introduced in this lesson:
Prompt table edits
Effective-dated tables
Translate table prompts
Yes/No edits
Tableset sharing prompts
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See PeopleTools I: Activity Guide, lesson 6, Validating Data, Activity 11: Determining
Validation Strategies.
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Lesson 6
Validating Data
Review
Prompt tables are master lists of data that you can use to constrain data that you enter
in a field.
Effective-dating logic divides data into historical, current, and future data.
PeopleSoft applications are delivered with multiple types of validation.
Tableset sharing allows you to use business rules to constrain data that a user can
access.
FOR
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Validating Data
Lesson 6
Notes
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112
Lesson 7
Developing Applications by Using

the Eight Steps
FOR
Objectives
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Describe the PeopleSoft application development process.
Describe the PeopleSoft Application Designer Interface.
Organize definitions in a project.
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Developing Applications by Using the Eight Steps
Lesson 7
Describing the PeopleSoft Application Development Process

In PeopleSoft environments, application development requires four phases:
Test
Plan
Test
Application
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Design
Application
Register
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Define
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User Interface
Define
Fields
Define
Records
Define
Pages
Build
Tables
Data Design
Application development phases
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Lesson 7
Describing the PeopleSoft Application Development Process (continued)

You divide the four phases into the eight steps of application development.
1. Plan the application.
5. Define pages.
2. Define fields.
6. Define components.
3. Define records.
7. Register components.
4. Build tables.
8. Test the application.
FOR
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Lesson 7
Describing the PeopleSoft Application Development Process (continued)

The eight-step process affects every layer of tables.
1.
Design the Application
2.
Define New Fields
3.
Create the Record Definition
4.
Build the SQL Table
5.
Create the Page Definition
6.
Define the Component
7.
Register Component
8.
Test the Application
System Catalog
PeopleTools
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Database Server
Tables affected by each development step
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116
Lesson 7
Describing the PeopleSoft Application Designer Interface

The following diagram shows how the PeopleSoft Application Designer enters data into
PeopleTools tables:
Development
Workstation
Database
System Catalog
FOR
Definitions
PeopleTools
Build
Tables
Application Data
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PeopleTools tables
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Lesson 7
Describing the PeopleSoft Application Designer Interface (continued)

Pages comprise several definition types. Use the PeopleSoft Application Designer to
create and maintain definitions.
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Lesson 7
Activity 12:
Using the PeopleSoft Application Designer

Use the browser to examine a page.
Use the PeopleSoft Application Designer to examine page elements.
See PeopleTools I: Activity Guide, lesson 7, Developing Applications by Using the

Eight Steps, Activity 12: Using the PeopleSoft Application Designer.
FOR
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Lesson 7
Organizing Definitions in a Project

A project is a container that holds references to many definitions. Use projects to:
Group definitions into logical areas.
Coordinate the work of several developers who are working on the same application.
Better understand the relationships between definitions.
Simplify access to definitions during development.
Organize definitions to promote them from development to production.
Streamline the migration of definitions from one database to another during the
upgrade process.
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Lesson 7
Organizing Definitions in a Project (continued)

You can insert definitions into a project in multiple ways:
Select Insert, Current Definition into Project if the definition is open and active.
Select Insert, Definition into Project if the definition is not open.
Press the F7 key to insert a definition that is open and active.
Press CTRL+F7 to insert a definition that is not open.
FOR
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Lesson 7

You can automatically include definitions that you create or alter in the project that you
have open; you must set a few tools options.
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Use the following navigation path in the Application Designer to access this page:
Dialog Box Name
Options
FOR
Navigation
Tools, Options
Select the Project tab.
Options
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Tools, Options
Select the Validate tab.
Use the Options dialog box to set project preferences:
Options dialog box
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Use the Options dialog box to set project spell checking preferences:
Lesson 7
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Options dialog box

See Also
PeopleTools 8.44 PeopleBook: PeopleSoft Application Designer, Working with

Projects
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Lesson 7

You create a project the same way that you create any definition in the Application
Designer:
1. Select File, New.
2. Select Project from the dialog box.
3. Select File, Save As.
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Lesson 7
Activity 13:
Organizing Definitions in a Project

Open an existing project.
Insert definitions into a project.
Set project options.
Create a new project.
FOR
See PeopleTools I: Activity Guide, lesson 7 Developing Applications by Using the Eight
Steps, Activity 13: to Organizing Definitions into Projects.
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Lesson 7
Review
To create a PeopleSoft application, use the eight steps of application development.
The PeopleSoft Application Designer is the primary tool for developing PeopleSoft
applications.
You organize definitions into projects to assist you when you upgrade the definitions.
FOR
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Lesson 8
Designing the Application

Objectives
FOR
Plan the application.
Determine functional specifications.
Determine technical specifications.
Describe the training application.
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Lesson 8
Planning the Application

Designing the application or the planning phase, is the first stage of application
development, which this diagram illustrates:
Test
Plan
FOR
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Application
Design
Application
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Register
Components
Define
Components
User Interface
Define
Fields
Define
Records
Define
Pages
Build
Tables
Data Design
The relative importance of the design phase
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Lesson 8
Planning the Application (continued)

In designing the application, consider your goals to include:
Resource allocation.
Cost constraints.
Time.
Contingency planning.
FOR
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Activity 14:
Lesson 8
Choosing Design Participants

In this activity, you will review the activity overview and choose the participants of the
design phase.
See PeopleTools I: Activity Guide, lesson 8, Designing the Application, Activity 14:
Choosing Design Participants.
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Lesson 8
Determining Functional Specifications

A set of functional specifications is likely your starting point for development. Complete
specifications are:
Well planned.
Written by people with a variety of backgrounds.
Sufficiently detailed with regard to table relationships, functional design, and so on.
FOR
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Lesson 8
Determining Functional Specifications (continued)

PSU Training requires a list of its courses. Each course must include:
Course code.
Course description.
Course type (such as PeopleTools or HRMS).
Course length.
Number of training units.
PeopleTools version.
Application version.
Name of the curriculum developer (an instructor).
On-site status.
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Lesson 8
Activity 15:
Determining Functional Specifications

In this activity, you will review the activity overview and ask questions about creating
specifications.
See PeopleTools I: Activity Guide, lesson 8, Designing the Application, Activity 15:
Creating Functional Specifications.
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Lesson 8
Determining Technical Specifications

The technical specifications identify:
Field definitions.
Record definitions.
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These specifications identify the field definitions:

Name
Type
Length
Label (Long/Short)
Format
Translate
Exists
T1_COURSE
Char
Course Code / Course
Upper
EFFDT
Date
10
Effective Date / Eff

Date
N/A
EFF_STATUS
Char
Status as of Effective
Date / Status
Upper
DESCR
Char
30
Course Title / Title
Mixed
COURSE_TYPE
Char
Course Type / Type
Upper
T1_LENGTH_DAYS
Num
2.1
Length (Days) /
Length
N/A
T1_UNITS
Num
2.1
Training Units / Units
N/A
T1_ONSITE
Char
Available at
Customer Site / On
Site
Upper
INSTRUCTOR
Char
Curriculum
Developer / CD
Upper
T1_APP_REL
Char
Application Release /
App Release
Upper
T1_TOOLS_REL
Char
PeopleTools Release /
Tools Release
Upper
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Name
Key
Srch
List
Req
Edit
Prompt Table
Default
T1_COURSE
Key
N/A
N/A
N/A
EFFDT
Key
N/A
N/A
%Date
EFF_STATUS
XLAT
N/A
DESCR
Alt
N/A
N/A
N/A
COURSE_TYPE
XLAT
N/A
Lesson 8
T1_LENGTH_DAYS
N/A
N/A
N/A
T1_UNITS
N/A
N/A
N/A
T1_ONSITE
Y/N
N/A
INSTRUCTOR
Prompt
PSU_INSTR_TBL
N/A
T1_APP_REL
XLAT
N/A
8.80
T1_TOOLS_REL
XLAT
N/A
8.40
These specifications identify a page definition, T1_COURSE:
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Course Details page
These specifications identify a component definition, T1_COURSE:
Element
Value
Pages
T1_COURSE
Item labels
Course Details
Search record
T1_COURSE_TBL
Actions
Add
Update/Display
Update/Display All (Include History)
Correction (Correct History)
Default search mode
Advanced
Default search action
Update/Display
Toolbar buttons
Save
Return to List
Next in List
Previous in List
Add
Update/Display
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Lesson 8
Update/Display All (Include History)

Correction (Correct History)
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Lesson 8
Determining Technical Specifications (continued)

As part of the technical specifications you must determine:
Who can access the pages in the component.
How the component appears in navigation.
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137
Lesson 8
Describing the Training Application

This application is partially complete. You have been looking at lists of students and
instructors that are a part of it. You will continue development and add more components.
This section discusses:
The production schedule for this class.
The application data model.
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138
Lesson 8
Describing the Training Application (continued)

To maintain your production schedule, you have to add four application elements:
Course and Course Materials.
Course Session and Course Enrollment.
Course Databases.
Course Evaluation.
FOR
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This table provides a project plan for the remainder of the course:
Application
Description
Due Date
Course and Course Materials
Allows entry of all PSU courses

and links them to the materials
that are required to conduct them.
Two components.
Day 3
Course Sessions and Course

Enrollment
Allows courses to be scheduled

into sessions on various dates and
at various facilities, and allows
students to be enrolled in these
sessions. Two components.
Day 4
Course Databases
Links a table of master databases

used on student workstations to
the courses with which they are
used. Two components.
Day 4
Course Evaluation
Allows students to enter

evaluation information for each
course session. One component.
Day 5
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139
Lesson 8
Review
Planning an application is the most important phase of development.
Creating the functional specifications begins the process of defining the capability of
the application.
You use the functional specifications to create technical specifications.
The training application that you build will allow you to track students and the
courses they take.
FOR
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140
Lesson 9
Defining Fields
Objectives
FOR
Discuss fields in PeopleSoft applications.
Identify field definition types and properties.
Create field definitions.
Assign translate values.
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141
Defining Fields
Lesson 9
Discussing Fields in PeopleSoft Applications

After you design an application, you can start building it. In PeopleSoft applications, this
means creating definitions. Field definitions are the foundation for all other definitions.
This diagram illustrates the define fields design phase:
Test
Plan
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Test
Application
Design
Application
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Register
Components
Define
Components
User Interface
Define
Fields
Define
Records
Define
Pages
Build
Tables
Data Design
Define field step of application development

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142
Lesson 9
Defining Fields
Discussing Fields in PeopleSoft Applications (continued)

In this example, the entries CONS, LSL, and XYZ are data in the CUSTOMER_ID
columns:
CUSTOMER_ID
DESCR
DESCR_SHORT
CONS
Consulting Services
Cons Srvs
LSL
Lone Star Longhorn Cattle Company
Lone Star
XYZ
XYZ Corporation
XYZ Corp
Customer data
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143
Defining Fields
Lesson 9
Discussing Fields in PeopleSoft Applications (continued)

This diagram illustrates that field definitions can be used in many different record
definitions:
CUSTOMER_ID
Field Definition
FOR
CUSTOMER_ID
DESCR
DESCR_SHORT
CONS
LSL
XYZ
Consulting Services
LoneStar Longhorn Cattle Co.
XYZ Corporation
Cons Srvs
LoneStar
XYZ
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STUDENT_ID
STUDENT_NAME
CUSTOMER_ID
EMPHASIS
2001
2003
Larsen,Mark D
Bechingham,Carol
XYZ
CONS
F
T
2020
Carson,Kitty
LSL
The CUSTOMER_ID field definitions used in different tables
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144
Lesson 9
Defining Fields
Identifying Field Definition Types and Properties

The PeopleSoft environment supports these field types:
Char (character).
Long (long character).
Nbr (number).
Sign (signed number).
Dt (date).
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Student Notes
See PeopleTools 8.44 PeopleBook: PeopleSoft Application Designer, Creating Field

Definitions
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145
Defining Fields
Lesson 9
Identifying Field Definition Types and Properties (continued)

The PeopleSoft environment also supports these field types:
Tm (time).
DtTm (datetime).
Img (image).
Iref (image reference).
Att (attachment).
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Lesson 9
Defining Fields

Field properties include:
Name.
Type.
Length.
Label options.
Translate values.
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Defining Fields
Lesson 9

As with all PeopleSoft definitions, field definitions are stored in PeopleTools tables. You
create and configure fields with the PeopleSoft Application Designer.
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In the PeopleSoft Application Designer, use the following navigation paths to access
these definitions:
Definition Name
FOR
INSTRUCTOR (character field)
Navigation
File, Open
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Select Field from the Definition drop-down list box
COMMENTS (long character field)
File, Open
ADD_DT (date field)
File, Open
ACTIONS (number field)
File, Open
An example of a character field type is the INSTRUCTOR field:
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Lesson 9
Defining Fields
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A character field type
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An example of a long character field type is the COMMENTS field:
A long character field type

An example of a date field type is the ADD_DT field:
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Defining Fields
Lesson 9
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A date field type
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An example of a number field type is the ACTIONS field:
A number field definition
150
Lesson 9
Defining Fields

Many field definitions come delivered by PeopleSoft. Examples include:
EFFDT
EFF_STATUS
DESCR
DATE
FOR
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Defining Fields
Activity 16:
Lesson 9
Examining Field Definitions

In this activity, you will read the activity overview and examine PeopleSoft field
definitions.
See PeopleTools I: Activity Guide, lesson 9, Defining Fields, Activity 16: Examining
Field Definitions.
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152
Lesson 9
Defining Fields

This section discusses the basics of creating fields in the Course application:
A review of the PSU_COURSE technical specifications.
Steps to creating field definitions.
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153
Defining Fields
Lesson 9
Creating Field Definitions (continued)

To create field definitions, perform these steps in the PeopleSoft Application Designer:
2. Select Field from the list in the New Definition dialog box, and click the OK button.
3. Select the field type.
4. Configure the properties that are appropriate for the field type.
FOR
5. Enter a label ID, a long name, and a short name.

6. Select File, Save.
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7. Enter a unique name.

8. Click the OK button.
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154
Lesson 9
Activity 17:
Defining Fields
Creating Field Definitions for the Course Application

In this activity, you will read the activity overview and
1. Enter new field labels.
2. Create new field definitions.
See PeopleTools I: Activity Guide, lesson 9, Defining Fields, Activity 17: Creating
Field Definitions for the Course Application.
FOR
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155
Defining Fields
Lesson 9
Assigning Translate Values

Values stored in the translate table are tied to specific field definitions. In this section you
will review the translate table and discuss:
Expanding the technical specifications to include translate values.
Entering translate values into appropriate fields.
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156
Lesson 9
Defining Fields
Assigning Translate Values (continued)

Translate values are assigned directly to field definitions and stored in the table
PSXLATITEM. It is best to use translate values when:
The values are specific to one field and are not to be shared by any other fields.
The only values that you require are labels that identify the content.
The values do not change often.
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157
Defining Fields
Lesson 9

The four fields identified to have translate values in the technical specifications are:
EFF_STATUS
COURSE_TYPE
T1_APP_REL
T1_TOOLS_REL
FOR
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This table extends your technical specification, including the translate values that must be
in place for each field definition that uses them. These rows show existing definitions:
Field Name
Values
Long Name
Short Name
EFF_STATUS
Active
Active
Inactive
Inactive
Distribution
Distrib
Enterprise Performance Mgmt
EPM
Financials
Financials
Human Resources
HRMS
Manufacturing
Manuf
Student Administration
Stud Admin
Technical
Tech
Customer Relationship Mgmt
CRM
Multiple
Multi
COURSE_TYPE
These two rows show new definitions.

Field Name
Values
Long Name
Short Name
T1_APP_REL
800
8.00
8.00
830
8.30
8.30
840
8.40
8.40
NA
Not Applicable
N/A
T1_TOOLS_REL
158
800
8.00
8.00
818
8.18
8.18
840
8.40
8.40
844
8.44
8.44
Lesson 9
Defining Fields

To enter translate values for a field, perform these steps:
1. Open the appropriate field.
2. Select File, Definition Properties.
3. Select the Translate Values tab.
4. Click the Add button.
FOR
5. Enter the name, effective date, long name, and short name.
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7. Save the field.
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159
Defining Fields
Activity 18:
Lesson 9
Creating Translate Values

Add translate values to the application release field.
Add translate values to the tools release field.
Translate Values.
FOR
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160
Lesson 9
Activity 19:
Defining Fields

In this activity, you will read the activity overview and create field definitions for the
T1_COURSE_MATL table.
Field Definitions.
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161
Defining Fields
Lesson 9
Review
Fields are stand-alone, reusable definitions.
You can create a variety of field types such as character, number, time, date, and long
character fields.
To create field definitions you must choose a data type, enter values for labels, and
provide a unique name.
Translate values are associated with specific fields.
FOR
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162
Lesson 10

Objectives
FOR
Explain record definitions.
Access record definition displays.
Configure record definition properties.
Configure record field use properties.
Configure record field edits properties.
Create a record definition.
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163
Lesson 10
Explaining Record Definitions

Once the field definitions are in place, you organize them into record definitions, as this
chart shows:
Test
Plan
Test
Application
FOR
Design
Application
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Register
Components
Define
Components
User Interface
Define
Fields
Define
Records
Define
Pages
Data Design
Build
Tables
Defining records in the data design phase of application development

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164
Lesson 10
Explaining Record Definitions (continued)

The data design phase consists of steps 2 through 4 of the application design process.
Creating record definitions is step 3. This diagram shows the relationship between the
definitions:
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Data design phase of application development
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165
Lesson 10
Accessing Record Definition Displays

Record definitions include properties for:
Individual field definitions
Each field in the record definition
PeopleCode assigned to events with specific fields
The record definition as a whole
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Use the following navigation path to access this definition in the PeopleSoft Application
Designer:
Definition Name
Navigation
PSU_STUDENT_TBL
File, Open
Select Record from the Definition drop-down list box.
PSU_STUDENT_TBL record definition

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166
Lesson 10
Accessing Record Definition Displays (continued)

When you open a record definition, you see the Field Display view:
The display buttons on the toolbar allow access to different views.
You can also use the View menu to see different record displays.
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You can use the display buttons to access a summary of record field properties:
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Display buttons for a record definition
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167
Lesson 10
Accessing Record Definitions Displays (continued)

There are four views:
The Fields Display view shows field properties of the record definition.
The Use Display view shows record field properties that pertain to key structure and
default values.
The Edits Display view shows how fields in the record definition prompt for data
validation.
The PeopleCode Display view shows which fields in the record definition have
PeopleCode associated with them.
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Field display values are global attributes. Other display properties are local to the record
definition.
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Lesson 10
Activity 20:
Accessing Record Definitions Displays

In this activity, you will read the activity overview and access PeopleSoft field
definitions.
See PeopleTools I: Activity Guide, lesson 10, Creating Record Definitions, Activity 20:
Accessing Record Definitions Displays.
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Lesson 10
Configuring Record Definition Properties

The Fields Display view shows a summary of field definition properties. You cannot
change these properties in the record definition. You access these properties through the
record definition by right-clicking the field.
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FOR
You can view field definition properties by right-clicking the record field and then
selecting View Definition from the pop-up menu:
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Pop-up menu showing View Field Properties menu item
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170
Lesson 10
Configuring Record Definition Properties (continued)

Record properties apply to the record as an entity. Record properties include:
Documentation
Record relationships
Audit information
Auto update information
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Dialog Box Name
Navigation
Record Properties
File, Open
Select Record from the drop-down list box.
Select the General tab in the Record Properties dialog box to view general record
properties:
171
Lesson 10
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General tab in the Record Properties dialog box
172
Select the Use tab in the Record Properties dialog box to view information about
record relationships and audits:
Lesson 10
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Use tab in the Record Properties dialog box
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Activity 21:
Lesson 10
Examining Record Definition Properties

Examine field definition properties.
Examine record properties.
Examining Record Definition Properties.
FOR
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174
Lesson 10
Configuring Record Field Use Properties

In PeopleSoft record definitions, the following rules pertain to key structure:
Typically, every record definition must include at least one key field.
If a record definition is acting like a child, it must include the same key values as its
parent, in the same order, and at least one more key.
If a record definition uses effective dating, the EFFDT field must be a key field in
descending order.
Key fields are followed by duplicate order keys, in order of importance, then by
fields that are not keys.
Alternate search key fields can appear anywhere among regular fields, in any order.
They do not need to be grouped.
Key, duplicate order key, and alternate search key fields are mutually exclusive.
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175
Lesson 10
Configuring Record Field Use Properties (continued)

The Use Display view shows that the PSU_STUDENT_TBL record definition has a
simple key structure, with a single key field: STUDENT_ID.
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Key fields precede non-key fields in a record definition.
Definition Name
PSU_STUDENT_TBL
FOR
Navigation
File, Open,
Select Record from the Definition drop down list box.
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USE
ONLY!
The key structure of the PSU_STUDENT_TBL record definition
Note. You should place all long character fields and image fields as the last field in the
record definition.
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176
Lesson 10

If you double-click the STUDENT_ID field, the Record Field Properties dialog box
appears. The first configuration option on the Use tab is Keys. Fields can be one of three
types of key field options:
Key.
Search key.
Alternate search key.
FOR
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You have many options to choose for key structure:
Key options in the Record Field Properties dialog box

A Field can be designated a key, duplicate order key or alternate search key. These are
mutually exclusive properties. A key may be designated a search key. A duplicate order
key generates a search index but allows duplicate values. An alternate search key is
available on the search page for the component, but not as a key in the table structure. An
index is generated for alternate search keys.
See Also
Definitions
177
Lesson 10

You build the search page by using the search key options. A field is available as a search
option when:
A field is a key and a search key.
A field is an alternate search key.
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Notice the search properties of the PSU_STUDENT_TBL record definition:
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The Use view showing search options
In this example, the PSU_STUDENT_TBL record definition builds the Personal
Information search page:
178
Lesson 10
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Personal Information search page
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179
Lesson 10

When you create field definitions, you enter the label ID. Keep these points about label
IDs in mind:
Every label ID has a long name and a short name associated with it.
Every field definition must have at least one label ID; many field definitions have
multiple label IDs.
Configure each record field with the appropriate label ID.
The default setting is ***Use Default Label***.
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Use the Record Field label ID to select a specific label from all of the labels associated
with the field:
Record Field label ID drop-down list box
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180
Lesson 10

If you want new data rows to include default values for some fields, enter the value in the
record field properties. Enter values for:
Fields that use a check box (normally Y/N edits).
Any fields that appear as radio buttons (normally translate edit fields).
Effective date fields, usually with the system variable %date.
Effective status fields, normally as active (A).
Fields that validate against the translate table.
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Student Notes
Use the Default Value dialog box to enter a default associated with the field:
Default Value dialog box

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181
Lesson 10

The page control that you assigned in the Record Field Properties dialog box determines
how the field appears when you develop the page definition.
Slide 178 ______________________________________________________________________________________________________
Student Notes
Use the Default Page Control drop-down list box to select a page control to be displayed
when this field is placed on a page definition:
FOR
INTERNAL
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ONLY!
Default Page Control drop-down list box
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182
Lesson 10

You can select any page control from the Default Page Control list box; however, many
controls might not be appropriate. This table shows examples of optional page controls:
Characteristic
System Default
Optional Page Controls
Translate table edit
Drop-down list box
Radio buttons
Edit box (with prompt button)
Check box (if only two values)
Prompt table edit

Yes/No edit
FOR
Edit box (with prompt button)
Drop-down list box
Check box
Drop-down list box
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183
Activity 22
Lesson 10
Configuring Record Field Use Properties

1. Examine combinations of key values.
2. Examine search options.
3. Examine label ID settings.
4. Examine default values.
FOR
Configuring Record Field Use Properties.
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USE
ONLY!
Slide 180 ______________________________________________________________________________________________________
Student Notes
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184
Lesson 10
Configuring Record Field Edits Properties

You configure data validation on the Edits tab of the Record Field Properties dialog box.
You can validate a record field by:
Selecting the Required check box.
Selecting a Translate table edit.
Selecting a Yes/No table edit.
Selecting a Prompt table edit.
Selecting a Prompt table with no edit.
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Slide 181 ______________________________________________________________________________________________________
Student Notes
The Edits view shows an overview of the record field edits properties for fields in the
record definition:
Edits view of the PSU_STUDENT_TBL record definition

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185
Lesson 10
Configuring Record Field Edits Properties (continued)

The Required record field property on the Edits tab determines whether a field must
include data to save a row. At a minimum, mark the following as required:
Key fields.
Alternate search key fields.
Radio buttons.
Check boxes.
FOR
Slide 182 ______________________________________________________________________________________________________
Student Notes
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USE
ONLY!
Use the Edits tab to determine various types of validation:

Definition Name
CURR_DEV_FLAG
Navigation
File, Open
Select Record from the Definition field.

Double click the field.
Select the Edits tab.
Edits properties
Marking a field as required displays an asterisk on the page in the browser.
186
Lesson 10

To validate field values against a table:
1. Select Table Edit in the Record Field Properties dialog box.
2. Select the type of table validation values.
Slide 183 ______________________________________________________________________________________________________
FOR
Student Notes
Use the Edit Type drop-down list box to select a table validation:
INTERNAL
USE
ONLY!
Edit Type drop-down list box
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187
Lesson 10

There are four table edit types:
Prompt table edit.
Prompt table no edit.
Yes/No table edit.
Translate table edit.
FOR
Slide 184 ______________________________________________________________________________________________________
Student Notes
INTERNAL
USE
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The PSU_STUDENT_TBL record definition shows three of the four edit types:
PSU_STUDENT_TBL record definition

The CUSTOMER_ID field shows a prompt table edit. The EMPHASIS field shows a
translate table edit, and the SAME_ADDR_CUSTOMER field shows a Yes/No table
edit.
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188
Lesson 10

When validating against a prompt table:
1. Specify the table edit type.
2. Specify the table where you find the valid values.
Slide 185 ______________________________________________________________________________________________________
FOR
Student Notes
Use the Prompt Table drop-down list box to select a table validation:
INTERNAL
USE
ONLY!
Prompt table edit retrieving values from the PSU_TRNLOC_TBL table
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189
Activity 23:
Lesson 10
Examining Record Field Edits Properties

1. Examine the Edits display view.
2. Examine the Required check box.
3. Examine translate table edits.
4. Examine Yes/No table edits.
FOR
5. Examine Prompt table edits.
Examining Record Field Edits Properties.
INTERNAL
USE
ONLY!
Slide 186 ______________________________________________________________________________________________________
Student Notes
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190
Lesson 10
Creating a Record Definition

Before creating a record definition, revisit the technical specifications.
Slide 187 ______________________________________________________________________________________________________
Student Notes
This table shows the specifications for the T1_COURSE_TBL record definition:
FOR
Name
Key
Srch
List
Req
Edit
Prompt Table
Default
T1_COURSE
Key
EFFDT
Key
%Date
INTERNAL
USE
ONLY!
EFF_STATUS
XLAT
DESCR
Alt
COURSE_TYPE
XLAT
T1_LENGTH_DAYS
T1_UNITS
T1_ONSITE
Y/N
INSTRUCTOR
Prompt
PSU_INSTR_TBL
T1_APP_REL
XLAT
8.80
T1_TOOLS_REL
XLAT
8.40
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191
Lesson 10
Creating a Record Definition (continued)

To create a record definition:
1. Open a new record definition.
2. Insert the necessary fields.
3. Set the record field properties.
4. Save the record definition.
FOR
Slide 188 ______________________________________________________________________________________________________
Student Notes
INTERNAL
USE
ONLY!
See PeopleTools 8.44 PeopleBook: PeopleSoft Application Designer, Creating Record

Definitions, Naming Record Definitions
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192
Lesson 10
Creating a Record Definition (continued)

When you have inserted all of the fields that the specifications indicate, save the record
definition. Depending on the settings, you may have to:
1. Document the record definition.
2. Select the tablespace name.
Slide 189 ______________________________________________________________________________________________________
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193
Activity 24:
Lesson 10
Creating a Record Definition

1. Create a record definition.
2. Insert field definitions.
3. Configure record field properties.
Creating a Record Definition.
FOR
Slide 190 ______________________________________________________________________________________________________
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194
Lesson 10
Activity 25:
Creating the T1_COURSE_MATL Record Definition

1. Create a record definition.
2. Insert field definitions.
3. Configure record field properties.
4. Complete the record definition.
FOR
See PeopleTools I: Activity Guide, lesson 10, "Creating Record Definitions," Activity 25:
Creating the T1_COURSE_MATRL Record Definition.
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ONLY!
Slide 191 ______________________________________________________________________________________________________
Student Notes
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195
Lesson 10
Review
Record definitions are collections of field definitions that serve as templates for the
SQL table.
There are four record definition displays.
Record properties include record relationships, audits, and set control properties.
Record field use properties include key structure, default values, and search
properties.
Record field edits properties include require fields and table edits.
Creating new record definitions requires you to set record, record field use, and
record field edits properties.
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Slide 192 ______________________________________________________________________________________________________
Student Notes
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196
Lesson 11
Building SQL Tables

Objectives
FOR
Describe the relationship between record definitions and application data tables.
Build SQL tables.
View table indexes.
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Slide 194 ______________________________________________________________________________________________________
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197
Building SQL Tables
Lesson 11
Describing the Relationship Between Record Definitions and Application

Data Tables
Once you create the record definitions, you build the database tables, as this diagram
shows:
Test
FOR
Test
Application
Plan
Design
Application
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Register
Components
Define
Components
User Interface
Define
Fields
Define
Records
Define
Pages
Build
Tables
Data Design
Building tables in the data design phase of application development process

Slide 195 ______________________________________________________________________________________________________
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198
Lesson 11
Building SQL Tables

Data Tables (continued)
This illustration shows the three types of tables in a PeopleSoft database:
FOR
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The three types of tables in a PeopleSoft database
Slide 196 ______________________________________________________________________________________________________
Student Notes
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199
Building SQL Tables
Lesson 11

Data Tables (continued)
Record definitions are a blueprint for generating the SQL to build the application data
tables, as this diagram illustrates:
System
Catalog
People
Tools
Update System
Catalog
with New
Table
Information
FOR
Record
Definition
Specifications
Build
Process
INTERNAL
USE
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Application
Data
PS_<RecDefnName>
Table
The build process in relationship to the three types of tables in a PeopleSoft database
Slide 197 ______________________________________________________________________________________________________
Student Notes
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200
Lesson 11
Activity 26:
Building SQL Tables
Analyzing PeopleSoft Tables

1. Connect to the database.
2. Query PeopleTools tables.
3. Query application data tables.
4. Query system catalog tables.
FOR
See PeopleTools I: Activity Guide, lesson 11, "Building SQL Tables, Activity 26:
Analyzing PeopleSoft Tables.
INTERNAL
USE
ONLY!
Slide 198 ______________________________________________________________________________________________________
Student Notes
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201
Building SQL Tables
Lesson 11
Building Application Data Tables

The create table process generates an SQL script that uses information from the record
definition to create the database table. This table explains the way that the build process
uses the record definition to create the table:
SQL Script
Record Definition Property
Application Data Table Property
Drop the table

if it already
exists.
NA
NA
Create the
application data
table.
Record definition name
Table name (add PS_ prefix)
Field names
Column names
Field type
Column type
Field length
Column length
Designates
fields as NOT
NULL.
Numeric fields
Value = 0 or default from record definition
Character fields
Value = blank space or default from record

definition
Create indexes
Key fields
1 per table
Alternate search key fields
1 per alternate search key field
Fields specified in a custom index

definition
1 per custom index definition
FOR
INTERNAL
USE
ONLY!
Required fields regardless of data
type
Slide 199 ______________________________________________________________________________________________________
Student Notes
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202
Lesson 11
Building SQL Tables
Building Application Data Tables (continued)

This illustration shows the SQL create table process:
SQL Create Table Process
Drop Table if exists
Create Application Data Table
PS_VEHICLE_TBL
FOR
System Catalog Tables

y
SYSOBJECTS
y
SYSCOLUMNS
Mark Fileds Not Null

Numerics - 0
Character Fields - blank
Reg'd fields - default value from rec defn
INTERNAL
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Create Indexes
Key(s)
Alternate Search Key(s)
Custom Index(es)
y
y
y
y
People Tools Tables

PSRECDEFN
PSPNLDEFN
Application Data Tables

PS_STUDENT_DATA
PS_CUSTOMER_TBL
The SQL create table process
Slide 200 ______________________________________________________________________________________________________
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203
Building SQL Tables
Lesson 11

To build the table::
1. Open the record that you want to build.
2. Select Build, Current Definition.
3. Set build settings, if necessary.
4. Select build options.
FOR
5. Click the Build button.
6. Execute the SQL script, if required.
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Slide 201 ______________________________________________________________________________________________________
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204
Lesson 11
Building SQL Tables

Use the Build dialog box to set:
Build options
Build execute options
Build settings
FOR
Slide 202 ______________________________________________________________________________________________________
Student Notes
Use the Build dialog box to create the SQL table from the record definition:
INTERNAL
USE
ONLY!
Dialog Box Name
Navigation
Build
Build, Current Definition
Build dialog box

See Also
PeopleTools 8.44 PeopleBook: PeopleSoft Application Designer, Building SQL Tables
and Views
205
Building SQL Tables
Lesson 11

Once you have selected a build option, you select build settings. There are three tabs that
you configure when building tables:
Create
Logging
Scripts
FOR
Slide 203 ______________________________________________________________________________________________________
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206
Lesson 11
Building SQL Tables

Select the Build option in the Build dialog boxto:
Generate the SQL that builds the table.
Generate a log file.
Slide 204 ______________________________________________________________________________________________________
FOR
Student Notes
The log file displays in the output window:
Log file
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207
Building SQL Tables
Lesson 11

To verify results, query the database with the SQL query tool.
Slide 205 ______________________________________________________________________________________________________
Student Notes
To verify the table, execute the following queries:
FOR
SELECT * FROM PS_T1_COURSE_TBL

sp_help PS_T1_COURSE_TBL
INTERNAL
USE
ONLY!
SELECT * FROM sysobjects WHERE name like PS_T1%;
Note. The sp_help command is a stored procedure that is specific to Microsoft SQL
Server. Consult your DBA or platform documentation for commands appropriate to your
database.
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208
Lesson 11
Activity 27:
Building SQL Tables
Building Application Data Tables

1. Start the build process.
2. Change build options.
3. Set build parameters.
4. Generate SQL scripts.
FOR
5. Verify the presence of a table.
See PeopleTools I: Activity Guide, lesson 11, Building SQL Tables, Activity 27:
Building Application Data Tables.
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USE
ONLY!
Slide 206 ______________________________________________________________________________________________________
Student Notes
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209
Building SQL Tables
Lesson 11
Viewing Table Indexes

You generate most indexes when you build the table. However, you must design custom
indexes separately from the record definition. This table explains the indexes that key
fields build:
Record Definition Field
Index Name
Indexes Created
Key or Duplicate Order Key
PS_Recname
One per table
PSnRecname
One per alternate search key
Alternate Search Key
FOR
n is a number 0 to 9
Any field specified in a custom

index definition
PSxRecname
One per custom index definition
x is a letter A to M
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Slide 207 ______________________________________________________________________________________________________
Student Notes
Note these examples of indexes:
PS_T1_COURSE_TBL is a key index.
PS0COURSE_TBL is a search key index.
The table that you created has no custom indexes.
Note. You generate the first two indexes listed in the table when you initially build an
application data table. Developers create custom indexes as necessary.
Table indexes may change over the life of an application data table. You can change the
indexes associated with a table without losing existing rows of data, because indexes are
references to data.
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210
Lesson 11
Building SQL Tables
Viewing Table Indexes (continued)

By querying the database, you display the indexes.
Slide 208 ______________________________________________________________________________________________________
Student Notes
To view an index, execute the following query:
FOR
sp_helpindex PS_T1_COURSE_TBL
Note. The sp_helpindex command is a stored procedure that is specific to Microsoft SQL
Server. Consult your DBA or platform documentation for commands appropriate to your
database.
INTERNAL
USE
ONLY!
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211
Building SQL Tables
Activity 28:
Lesson 11
Viewing Indexes in a Table

In this activity, you will read the activity overview and examine the indexes for the
PS_T1_COURSE_TBL table.
See PeopleTools I: Activity Guide, lesson 11, Building SQL Tables, Activity 28:
Viewing Indexes in a Table.
Slide 209 ______________________________________________________________________________________________________
Student Notes
FOR
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212
Lesson 11
Activity 29:
Building SQL Tables
Building the PS_T1_COURSE_MATRL Table

1. Build the PS_T1_COURSE_MATL table.
2. Verify the existence of the table in the database.
See PeopleTools I: Activity Guide, lesson 11, "Building SQL Tables, Activity 29:
Building the PS_T1_COURSE_MATRL Table.
FOR
Slide 210 ______________________________________________________________________________________________________
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213
Building SQL Tables
Lesson 11
Review
Record definitions are the templates from which the SQL that builds the application
data tables is generated.
To build an SQL table you must configure the settings such as build and scripting
options.
You build table indexes automatically when you build the table.
FOR
Slide 211 ______________________________________________________________________________________________________
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214
Lesson 12

Objectives
FOR
Identify page design principles.
Identify page and page control properties.
Add page controls to a page.
Create page definitions.
Implement scroll areas and grids.
Finalize page design and layout.
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Slide 213 ______________________________________________________________________________________________________
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215
Lesson 12
Identifying Page Design Principles

Defining pages is the first step in the user interface phase of development. As this
diagram illustrates, the data design phase is complete and you are ready to connect the
data to the user:
Test
Plan
FOR
Test
Application
Design
Application
INTERNAL
USE
ONLY!
Register
Components
Define
Components
User Interface
Define
Fields
Define
Records
Define
Pages
Build
Tables
Data Design
Page definition as part of the user interface phase of application development

Slide 214 ______________________________________________________________________________________________________
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216
Lesson 12
Identifying Page Design Principles (continued)

You design page definitions that are divided into levels:
You can build pages with a maximum of four levels, all related in a one-to-many
relationship.
The levels are numbered from 0 to 3.
Slide 215 ______________________________________________________________________________________________________
FOR
Student Notes
This diagram shows a page with three levels:
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USE
ONLY!
Label: NNNNNNNNNNNNNNNNNNNNNNNN
0
1
3
Label:
Label:
Label:
Illustration of a PeopleSoft page showing multiple levels

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217
Lesson 12

You can create a page with only level 0. This type of page represents a single table in the
database.
Slide 216 ______________________________________________________________________________________________________
Student Notes
The PeopleSoft Products page shows level 0 only.
FOR
INTERNAL
USE
ONLY!
Page with a level 0 only

See Also
PeopleTools 8.44 PeopleBook: PeopleSoft Application Designer, Creating Page

Definitions
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218
Lesson 12

You can create a page with two levels, 0 and 1. This can represent data from:
One table, if that table contains the EFFDT field.
Two tables.
Slide 217 ______________________________________________________________________________________________________
FOR
Student Notes
The Products Transportation page contains a level 0 and a level 1 where both levels are
associated with the same table:
INTERNAL
USE
ONLY!
Page with a level 0 and a level 1 that write to the same table
In this example, both levels write to the same table because that table contains the
EFFDT field.
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219
Lesson 12

The key is selected from the PSU_TRANSPT_TBL table. The data is also written to the
PSU_TRANSPT_TBL table, as shown in this diagram:
PSU_TRNSPT_TBL
Read key from
Write data to
FOR
Level 0
INTERNAL
USE
ONLY!
Level 1
Process flow when accessing transportation data
Slide 218 ______________________________________________________________________________________________________
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220
Lesson 12

Usually, level 0 represents the key shared by a parent and child table. Level 1 contains
other key fields and associated data of the child table.
Slide 219 ______________________________________________________________________________________________________
Student Notes
The Products by Customer page contains a level 0 and a level 1. Each level is associated
with a different table:
FOR
INTERNAL
USE
ONLY!
Page with a level 0 and a level 1 that write to different tables
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221
Lesson 12

As the search record, the parent table builds the search page and populates level 0. Any
data that you enter writes to the child table, as illustrated in this diagram:
T1_CUST_TBL
Search Record
Read key from
FOR
Level 0
Write data to
INTERNAL
USE
ONLY!
Level 1
T1_CUST_PROD
Primary Record
Process flow when accessing customer product data
Slide 220 ______________________________________________________________________________________________________
Student Notes
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222
Lesson 12

Sometimes additional information is necessary on the page, although it may not be in the
base table. You display this information in a related field.
Slide 221 ______________________________________________________________________________________________________
Student Notes
Page Name
FOR
Navigation
Customers, Product Information
INTERNAL
USE
ONLY!
Notice the product code.
PeopleSoft Product field without related field
Notice the description beside the product code.
PeopleSoft Product field with related field

See Also
Definitions
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223
Lesson 12
Identifying Page and Page Control Properties

You view page definition properties in the same manner as any other definitions
properties: Select File, Definition Properties.
Slide 222 ______________________________________________________________________________________________________
Student Notes
Use the Page Properties dialog box to set the page type and size:
Dialog Box Name
Page Properties
FOR
Navigation
File, Definition Properties
INTERNAL
USE
ONLY!
Page Properties dialog box
224
Lesson 12
Identifying Page and Page Control Properties (continued)

On a page definition, much of your effort focuses on page control properties. There are
four areas of page control properties:
Use the Record tab to associate a page control to a field on a record definition.
Use the Label tab to select a label and its appearance for the field.
Use the Use tab to define how to use the control on the page.
Use the General tab to specify a name for the page that can be referenced by
PeopleCode.
FOR
Slide 223 ______________________________________________________________________________________________________
INTERNAL
USE
ONLY!
Student Notes
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225
Lesson 12

Use the Record tab properties to determine:
The table and field to which this page control writes.
The size of the page control.
Alignment of the page control.
Other display options.
FOR
Slide 224 ______________________________________________________________________________________________________
Student Notes
INTERNAL
USE
ONLY!
Use the Edit Box Properties dialog box to set a variety of configuration options:
Dialog Box Name
Navigation
Edit Box Properties
Edit, Page Field Properties
Click the Record tab.
226
Lesson 12
FOR
INTERNAL
USE
ONLY!
Edit Box Properties dialog box
See Also
Definitions
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227
Lesson 12

Use the Label tab properties to determine:
Label type.
Label text.
Label alignment.
Label position.
Other display options.
FOR
Slide 225 ______________________________________________________________________________________________________
Student Notes
INTERNAL
USE
ONLY!
Dialog Box Name
Navigation
Edit Box Properties
Click the Label tab
228
Lesson 12
FOR
INTERNAL
USE
ONLY!
See Also
Definitions
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229
Lesson 12

Use the Use tab properties to:
Make the field a display control field.
Make the field a related field.
Make the field display only.
Set the display only appearance.
Set the processing mode of the field.
FOR
Slide 226 ______________________________________________________________________________________________________
Student Notes
INTERNAL
USE
ONLY!
Dialog Box Name
Navigation
Edit Box Properties
Click the Use tab.
230
Lesson 12
FOR
INTERNAL
USE
ONLY!
See Also
Definitions
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231
Lesson 12

Use the General tab properties to:
Give the page control a name so that you can access it through PeopleCode.
Make the page control an anchor for a page link.
Slide 227 ______________________________________________________________________________________________________
FOR
Student Notes
Dialog Box Name
Navigation
INTERNAL
USE
ONLY!
Edit Box Properties
Click the General tab.
232
Lesson 12
See Also
Definitions
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233
Lesson 12

Drop-down list box properties are slightly different than edit box properties.
Slide 228 ______________________________________________________________________________________________________
Student Notes
Use the Drop-Down List Box Properties dialog box to set a variety of configuration
options:
Dialog Box Name
Drop-Down List Box
Properties
FOR
Navigation

INTERNAL
USE
ONLY!
Drop-Down List Box Properties dialog box

See Also
Definitions
234
Lesson 12

Radio buttons have slightly different properties than edit boxes. Radio button properties
include a value from the translate table. Assign a value to:
Choose a value to write to the database.
Choose a label.
Slide 229 ______________________________________________________________________________________________________
FOR
Student Notes
Use the Radio Button Properties dialog box to set a variety of configuration options:
INTERNAL
USE
ONLY!
Dialog Box Name
Navigation
Radio Button Properties
Radio Button Properties dialog box
235
Lesson 12
See Also
Definitions
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USE
ONLY!
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236
Lesson 12

Check boxes also have slightly different properties than edit boxes. Check box properties
determine the meaning of the check mark.
Slide 230 ______________________________________________________________________________________________________
Student Notes
Use the Check Box Properties dialog box to set a variety of configuration options:
Dialog Box Name
Check Box Properties
FOR
Navigation
INTERNAL
USE
ONLY!
Check Box Properties dialog box

Note. You have one decision to make on this field typedo you want the selected check
box to represent a Yes or a No value? On this field, when the on value is selected the
value written to the database is Y (for Yes).
237
Lesson 12
See Also
Definitions
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238
Lesson 12
Activity 30:
Identifying Page and Page Control Properties

Observe page properties.
Observe the page field properties of edit boxes.
Observe the page field properties of drop-down list boxes.
Observe the page field properties of radio buttons.
Observe the page field properties of check boxes.
FOR
See PeopleTools I: Activity Guide, lesson 12, Creating Page Definitions, Activity 30:
Identifying Page and Page Control Properties.
INTERNAL
USE
ONLY!
Slide 231 ______________________________________________________________________________________________________
Student Notes
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239
Lesson 12
Adding Page Controls to a Page

You place page controls on a page. This approximates what users see in a browser. There
are three options for adding page controls to a page definition. You can use:
A toolbar button.
A menu command.
A hot key.
FOR
Slide 232 ______________________________________________________________________________________________________
Student Notes
INTERNAL
USE
ONLY!
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240
Lesson 12
Adding Page Controls to a Page (continued)

Adding page controls to a blank definition begins the page creation process. To add an
edit box page control:
1. Select Insert, Edit Box.
2. Move the cursor to the desired location inside the blank page.
3. Click on the desired location.
FOR
Slide 233 ______________________________________________________________________________________________________
Student Notes
INTERNAL
USE
ONLY!
The three types of controls are:
Aesthetic controls.
Data entry controls.
Data processing controls.
Note. To add other page controls, select the desired control from the Insert menu.
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241
Lesson 12

After you add page controls, you must set the record, label, use, and general properties of
each field. To set the page control properties:
1. Double-click the page control.
2. Set the Record properties.
3. Select each tab, and set the appropriate properties based on the specifications.
FOR
Slide 234 ______________________________________________________________________________________________________
Student Notes
INTERNAL
USE
ONLY!
Once the properties of a page control have been set, the term page field is appropriate.
A page field is a page control that you have linked to a specific field in a record
definition.
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242
Lesson 12

You can insert related fields to make the page more informational to the user. Related
fields do this by accessing descriptive data from a different record.
Slide 235 ______________________________________________________________________________________________________
Student Notes
The Student Personal Data (PSU_STUDENT_PERS) page shows this related field:
FOR
INTERNAL
USE
ONLY!
The Customer field and its related field, Description
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243
Lesson 12

This diagram illustrates the two parts to creating a related field:
PSU_STUDENT_TBL.CUSTOMER
FOR
PSU_CUST_TBL.DESCR
INTERNAL
USE
ONLY!
Step 1
Two parts of a related field
Step 2
Slide 236 ______________________________________________________________________________________________________
Student Notes
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244
Lesson 12

To configure the display control field:
1. Double-click the primary field.
2. Select the Use tab.
3. Select the Display Control Field check box.
FOR
Slide 237 ______________________________________________________________________________________________________
Student Notes
INTERNAL
USE
ONLY!
Configure the Display Control Field on the Use tab:
Page field use properties for a display control field

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245
Lesson 12

To configure the related field:
1. Double-click the related field.
2. Select the correct record and field on the Record tab.
4. Select the Related Field check box.
FOR
5. Select the appropriate related control field from the drop-down list box.
INTERNAL
USE
ONLY!
Slide 238 ______________________________________________________________________________________________________
Student Notes
Configure the related field check box on the Use tab:
Page field use properties for a related field controlled by the Curriculum Developer field
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246
Lesson 12

Some controls, such as the frame, group box, and horizontal rule are for adding visual
elements to the page.
Slide 239 ______________________________________________________________________________________________________
Student Notes
Notice the frame and group box in this illustration:
FOR
INTERNAL
USE
ONLY!
A page definition with aesthetic page controls in place
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247
Activity 31:
Lesson 12
Adding Page Controls to a Page

Add page controls.
Set edit box properties.
Set drop-down list box properties.
Set check box properties.
Set radio button properties.
Clean up the page.
FOR
INTERNAL
USE
ONLY!
See PeopleTools I: Activity Guide, Creating Page Definitions, Activity 31: Adding
Page Controls to a Page.
Slide 240 ______________________________________________________________________________________________________
Student Notes
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248
Lesson 12

It is now time to create a new page definition for the T1_COURSE component. This
section discusses how to:
Examine the technical specifications for the page definition.
Create a new page definition and place page controls on it.
Place page controls at the proper levels.
Set page field properties.
Create related fields.
Set up radio buttons.
FOR
INTERNAL
USE
ONLY!
Slide 241 ______________________________________________________________________________________________________
Student Notes
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249
Lesson 12
Creating Page Definitions (continued)

Specifications normally include a drawing of the page that you plan to construct. In this
case, you start with a look at the completed page in the browser.
Slide 242 ______________________________________________________________________________________________________
Student Notes
The Course page will look like this screen shot:
FOR
INTERNAL
USE
ONLY!
The completed Course page
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250
Lesson 12

There is a simple way to create a page using the record definition in the project
workspace: Drag the record definition from the records folder onto the blank page.
Slide 243 ______________________________________________________________________________________________________
Student Notes
Drag the record icon onto the page:
FOR
INTERNAL
USE
ONLY!
New page showing project workspace

The record will expand to show all fields:
251
Lesson 12
FOR
INTERNAL
USE
ONLY!
New page definition after you drag the record definition to the page
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252
Lesson 12

When you drag a record definition onto a page, most page properties are set by default.
Most pages, however, require a few adjustments such as labels and positioning.
Slide 244 ______________________________________________________________________________________________________
Student Notes
Notice the position of the labels:
FOR
INTERNAL
USE
ONLY!
Page showing correct labels in appropriate positions
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253
Lesson 12

On the Course page, the search key is in the Course Code field. It writes to the high level
key of the primary table. Key values are rarely editable on a page and must be display
only.
Slide 245 ______________________________________________________________________________________________________
Student Notes
FOR
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INTERNAL
USE
ONLY!
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254
Lesson 12

You must create any related fields specified in the documentation. This diagram shows
the source of the related fields:
T1_COURSE_TBL
COURSE
EFFDT
EFF_STATUS
DESCR
COURSE_TYPE
LENGTH_DAYS
TRAINING_UNITS
ONSITE
INSTRUCTOR
APP_REL
TOOLS_REL
PSU_INSTR_TBL
INSTRUCTOR
EFFDT
EFF_STATUS
DESCR
BUSINESS_UNIT
LAST_NAME
FIRST_NAME
CURR_DEV_FLAG
COURSE_TYPE
FACILITY
PSIMAGEVER
PHOTO
FOR
INTERNAL
USE
ONLY!
Entity relationship diagram showing the source of the Instructor field

Slide 246 ______________________________________________________________________________________________________
Student Notes
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255
Lesson 12

The instructor field has two related fields to display first and last names.
Slide 247 ______________________________________________________________________________________________________
Student Notes
Notice the two related fields:
FOR
Curriculum Developer field with two related fields
INTERNAL
USE
ONLY!
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256
Lesson 12

You must configure and group all of the radio buttons on a page.
Slide 248 ______________________________________________________________________________________________________
Student Notes
Surround the radio buttons with a group box:
FOR
INTERNAL
USE
ONLY!
Radio buttons in a group box
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257
Activity 32:
Lesson 12

Create a new page definition and place page controls.
Set page control properties.
Create related fields.
Set up radio buttons.
Set page field properties.
FOR
Building Pages.
INTERNAL
USE
ONLY!
Slide 249 ______________________________________________________________________________________________________
Student Notes
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258
Lesson 12
Implementing Scroll Areas and Grids

Scroll areas and grids divide a page into levels, creating a one-to-many relationship. This
section discusses:
Placing scroll areas on a page.
Placing grids on a page.
Scroll area and grid properties.
FOR
Slide 250 ______________________________________________________________________________________________________
Student Notes
INTERNAL
USE
ONLY!
The Customer Table page has a level 0 only:
Example of a page with only level 0

The Products by Customer page has a scroll area that divides the page into a level 0 and a
level 1:
259
Lesson 12
Example of a page with level 0 and level 1
FOR
INTERNAL
USE
ONLY!
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260
Lesson 12
Implementing Scroll Areas and Grids (continued)

To create a scroll area, select the scroll area tool and drag it around the fields to be
enclosed in the scroll area.
Slide 251 ______________________________________________________________________________________________________
Student Notes
Notice that the scroll area surrounds a group of fields:
FOR
INTERNAL
USE
ONLY!
Page showing a scroll area
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261
Lesson 12

Like scroll areas, grids also group fields into levels of data on a page, but they differ from
scroll areas in a number of ways:
Scroll Area Attributes
Grid Attributes
Fields can be freely arranged.
Fields are arranged in rows.
Data cannot be sorted by field.
Data can be sorted by field (column).
Data cannot be downloaded to a spreadsheet.
Data can be downloaded to a spreadsheet.
FOR
Slide 252 ______________________________________________________________________________________________________
Student Notes
INTERNAL
USE
ONLY!
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262
Lesson 12

Scroll areas group levels of data on a page:
You can freely arrange fields within the scroll area.
You can show multiple instances of data on a page.
Slide 253 ______________________________________________________________________________________________________
FOR
Student Notes
The Education scroll area shows multiple rows of data.
INTERNAL
USE
ONLY!
An example of a scroll area showing two rows of data
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263
Lesson 12

Grids also group levels of data on a page, but their layout is less flexible; and as the name
implies, grids are displayed as rows and columns of data.
Slide 254 ______________________________________________________________________________________________________
Student Notes
A grid shows multiple rows of data:
FOR
INTERNAL
USE
ONLY!
An example of a grid with multiple rows of data
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264
Lesson 12

To create a grid, you insert a grid and then drag the fields into it. You can drag the fields
in either direction to place them as necessary.
Slide 255 ______________________________________________________________________________________________________
Student Notes
Drag a field from the appropriate record into the grid:
FOR
Dragging a field into a grid
INTERNAL
USE
ONLY!
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265
Lesson 12

After they are inserted, you must configure the properties of a scroll area or the grid.
They are very similar.
Slide 256 ______________________________________________________________________________________________________
Student Notes
A scroll area has General, Label and Use properties:
FOR
INTERNAL
USE
ONLY!
Scroll Area Properties dialog box
A grid has General, Label, and Use properties:
Grid Properties dialog box

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266
Lesson 12

Although the page is visually correct, it is the page order, not the page layout, which
determines tabbing sequence or flow from field to field.
Click the Order tab to see the page order.
Slide 257 ______________________________________________________________________________________________________
Student Notes
FOR
Use the Order tab to verify processing order of the page:
INTERNAL
USE
ONLY!
The Order tab
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267
Activity 33:
Lesson 12
Implementing Scroll Areas

Insert a scroll area.
Ensure proper page order.
Implementing Scroll Areas.
FOR
Slide 258 ______________________________________________________________________________________________________
Student Notes
INTERNAL
USE
ONLY!
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268
Lesson 12
Activity 34:
Implementing Scroll Areas and Grids

Examine the page in the browser.
Examine the scroll area on the page definition.
Create a grid.
View the results.
FOR
Implementing Grids and Scroll Areas.
INTERNAL
USE
ONLY!
Slide 259 ______________________________________________________________________________________________________
Student Notes
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269
Lesson 12
Finalizing Page Design and Layout

Here are a few tools that help you create clean pages from the beginning. This section
discusses:
Page size properties.
Page control inspector.
Alignment tools.
Page preview feature.
FOR
Slide 260 ______________________________________________________________________________________________________
Student Notes
INTERNAL
USE
ONLY!
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270
Lesson 12
Finalizing Page Design and Layout (continued)

The only page property setting that is changed in PeopleTools I is page size. Select File,
Definition Properties, and then select a predefined or custom page size.
Slide 261 ______________________________________________________________________________________________________
Student Notes
FOR
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USE
ONLY!
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271
Lesson 12

There is a basic HTML compiler to preview the page in a browser. Select Layout, View
in Browser, and then select the appropriate browser. You can even add browsers to this
list.
Slide 262 ______________________________________________________________________________________________________
Student Notes
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Lesson 12

The page control inspector is a floating window that contains a list of properties of the
selected control. Select View, Show Page Control Inspector to access this feature.
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The page control inspector makes it easier to align page controls:
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Lesson 12

Use the alignment tools to quickly line fields up with one another along the left, right,
top, or bottom margins, or along the center or middle axis. Select Layout, Align, and then
select the type of alignment that you need.
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274
Lesson 12
Activity 35:
Finalizing Page Design and Layout

Modify the page size.
Use the page preview feature.
Use the page control inspector.
Use the alignment tools.
FOR
Adding Final Touches.
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ONLY!
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Activity 36:
Lesson 12
Building the Course Materials Page

Insert page controls at level 0.
Insert page controls at level 1.
Create a related field.
Verify the page order.
FOR
Building the Course Materials Page.
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276
Lesson 12
Review
You must adhere to basic design principles involving page level structure.
There are a variety of page controls, each with unique properties that you must
configure.
You place page controls on a page by inserting or dragging and dropping.
You build pages based on record definitions.
Grids and scroll areas control data that is associated with a higher level key.
You can fine-tune page appearance with alignment tools, an HTML compiler, or a
definition inspector.
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Lesson 12
Notes
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278
Lesson 13
Defining Components
Objectives
FOR
Identify component definition basics.
Define General and Use properties.
Define Internet options for the component.
Build a new component.
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Defining Components
Lesson 13
Identifying Component Definition Basics

Defining the component is the sixth development step, as shown in this diagram:
Test
Plan
Test
Application
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Application
Register
Components
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Define
Components
User Interface
Define
Pages
Define
Fields
Define
Records
Build
Tables
Data Design
Component definition as part of the user interface phase of application development

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280
Lesson 13
Defining Components
Identifying Component Definition Basics (continued)

Component definitions group page definitions. A component can consist of a single page
or a set of pages, but a component is processed as one unit.
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Defining Components
Lesson 13

You combine component definitions with menu definitions to create a reference point for
the component in the navigation. This combination is also the basis for security access to
the pages on the component, which this diagram shows:
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Relationship between component definitions, navigation, and security
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282
Lesson 13
Defining Components

You must understand search records to develop an application successfully. The two
record types in PeopleSoft applications are:
Primary record.
Search record.
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Defining Components
Lesson 13

In some cases, the primary and search records are identical.
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Use the following navigation path to access this search page:
Page Name
FOR
Navigation
General Information (search

page)
Customers, General Information
Customer Table
Customers, General Information
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The search page retrieves information from the PS_T1_CUST_TBL table:
Search page for Customers, General Information
284
The primary page for the Customer Table page is also the T1_CUST_TBL:
Lesson 13
Defining Components
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See Also

Definitions
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Defining Components
Lesson 13

In some cases, the primary and search records are different.
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Page Name
Products Purchased (search
page)
FOR
Navigation
Customers, Products Purchased

Customers, Products Purchased
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The Products Purchased search page searches customers, which are stored in the
customer (T1_CUST_TBL) table.
The Products by Customer page writes to the customer product (T1_CUST_PROD)

table:
Products by Customer page

See Also
Definitions
286
Lesson 13
Defining Components

On this component, you use T1_CUST_TBL as the search record for two reasons:
The search record holds the high-level key for this component.
This table contains no data to help users find a company if they do not know the
company code.
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Defining Components
Lesson 13

This diagram shows what happens when you insert data into the Customer Products page:
T1_CUST_TBL
Read key from
Search Record
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Level 0
Write data to
Level 1
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Primary Record
Flow of information from search record to primary record
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288
Lesson 13
Defining Components

Another basic element of a component is the action:
You determine the actions that users can take on the pages in the component
definition not in the page definition.
There are action buttons at the bottom of almost every page in the application.
The four actions are: Add, Update/Display, History, and Correction.
FOR
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USE
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Use the following navigation path to access this definition:

Definition Name
T1_CUST_TBL
Navigation
File, Open.
Select Component from the Definition dialog box.

Select File, Definition Properties.
Click the Use tab.
Notice the action options in the component.
Actions
These four buttons show the actions users can take:
The four action buttons

Note. Notice that the action buttons on the page display different text than is seen in the
component.
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Defining Components
Lesson 13

This table explains that the way you configure the component definition determines the
buttons that appear at the bottom of the page:
Button
Component Property
Function
Add
Add
Adds a new high-level key. Use only if the search

record and primary record are the same. Limit the
addition of new high-level keys to base tables.
Update/Display
Include History
FOR
Update/Display
Enables viewing of data at all levels and inserting

of new rows at levels below zero.
Update/Display All
Enables viewing of current and history rows. You

can insert new rows if the effective date of new
rows is later than that of the current row. You can
insert and update future rows. Used on effectivedated records only.
INTERNAL
USE
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Correct History
Correction
Enables editing of data for all rows. Used on

effective-dated records only
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Note. Remember that you grant all possible actions. You will restrict actions later
through security features.
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Lesson 13
Activity 37:
Defining Components
Identifying Component Definition Basics

Examine the T1_CUST component.
Examine the T1_CUST_PROD component.
See PeopleTools I: Activity Guide, lesson 13 Creating Page Definitions, Activity 37:
Identifying Component Definition Basics.
FOR
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Defining Components
Lesson 13
Defining General and Use Properties

When you open a component definition, you see the pages that are attached to that
component on the Definition tab.
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292
Lesson 13
Defining Components
Defining General and Use Properties (continued)

The Structure tab on a component definition provides information about page levels and
component records and their roles. You also place PeopleCode here.
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Defining Components
Lesson 13

You configure a component by using its Component Properties dialog box. There are
three available types of properties noted by their tabs:
Use the General tab to configure descriptive information about the component.
Use the Use tab to set up the search and action properties.
Use the Internet tab to set up display options for the browser.
FOR
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Lesson 13
Defining Components

You must configure at least two areas on the Use tab.
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You must configure the search record and the actions for a component:
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295
Defining Components
Lesson 13
Defining Internet Properties

You configure many property settings for component definitions on the Internet tab of the
Component Properties dialog box. This section discusses:
Search page options.
Page navigation and processing modes.
Toolbar selections.
FOR
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296
Lesson 13
Defining Components
Defining Internet Properties (continued)

You can configure how the search page appears when a user selects a content reference.
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Defining Components
Lesson 13

You configure multi-page navigation with:
Tabs at the top of each page in a component.
Links at the bottom of the component.
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Notice the folder tabs at the top of the page and the links at the bottom of the page:
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298
Lesson 13
Defining Components

Using this dialog box, you also configure:
Processing mode options.
Toolbar options.
Pagebar options.
FOR
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299
Defining Components
Lesson 13
Building New Components

Review the technical specifications for the T1_COURSE component, as shown in this
table:
Component Element
Value or Setting
Pages
T1_COURSE
Page labels
General Information
Search record
T1_COURSE_TBL
Actions
FOR
Add
Update/Display
Update/Display All
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ONLY!
Correction
Default search mode
Advanced
Default search action
Update/Display
Toolbar buttons
Save
Add
Return to List
Update/Display
Next in List
Update/Display All
Previous in List
Correction
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300
Lesson 13
Defining Components
Building New Components (continued)

After you review the specifications, you will create a component, place the page in it, and
enter the item label. To create a component:
2. Select Component from the New Definition dialog box.
3. Drag the desired page from the project workspace into the component.
FOR
4. Double-click in the Item Label field.
5. Enter the name of the page in title case in this field.
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Defining Components
Lesson 13

Next, you must set the component use properties. You will:
1. Set the search record.
2. Set the actions.
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Lesson 13
Defining Components

Set the component Internet properties and save the component. You will:
1. Set the search page options.
2. Set the page navigation and processing modes.
3. Set the toolbar options.
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303
Defining Components
Activity 38:
Lesson 13
Building a Component Definition

Add pages to a new component definition.
Set component use properties.
Set component internet properties.
FOR
See PeopleTools I: Activity Guide, lesson 13, Defining Components, Activity 38:
Building a Component Definition.
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304
Lesson 13
Activity 39:
Defining Components
Building the T1_COURSE_MATL Component

Examine the technical specifications.
Add pages to a new component definition.
Set component use properties.
Set component internet properties.
FOR
See PeopleTools I: Activity Guide, lesson 13, Defining Components, Activity 39:
Building the T1_COURSE_MATL Component.
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305
Defining Components
Lesson 13
Review
The basic elements of a component are the pages, the labels, the properties, and the
structure.
The search record and the actions are required use properties.
Internet properties determine the appearance of the search page and other pages in the
component.
You can build a component by dragging pages from the project workspace and
setting use and internet properties.
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306
Lesson 14
Registering Components
Objectives
FOR
Explain component registration.
Examine menu definitions.
Identify elements of PeopleSoft security.
Navigate the portal registry.
Plan component registration.
Register a component.
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To display your development efforts in a browser, you register the component.

You register components with the Registration Wizard. The wizard gathers information,
then attaches the component to a menu, assigns a permission list to allow security access
rights, and places a content reference entry in the portal registry, exposing the component
in the user navigation.
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307
Lesson 14
Explaining Component Registration

Registering the component is the final step in the user interface phase, as this diagram
illustrates:
Test
Plan
Test
Application
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Define
Components
User Interface
Define
Fields
Define
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Define
Pages
Build
Tables
Data Design
Registering components in the user interface phase of application development

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Lesson 14
Explaining Component Registration (continued)

The Registration Wizard performs three tasks:
Attaches a component definition to a menu definition
Assigns access rights through security.
Assigns navigation rights through the portal registry.
FOR
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309
Lesson 14
Examining Menu Definitions

To understand the basics of menu definitions, you need to understand how menu
definitions are used in PeopleTools 8.4:
Menu definitions are containers for components.
For the security or navigation setup to recognize a component definition, it must be in

a menu.
FOR
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310
Lesson 14
Examining Menu Definitions (continued)

There are two important elements in a menu definition:
Bar items, which compartmentalize the menu.
Menu items, which are links to components.
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311
Lesson 14
Examining Menu Definitions (continued)

The Registration Wizard links the component to the menu definition. However, to make
the connection manually, rather than using the wizard:
1. Open the menu definition.
2. Double-click the bar item
3. Drag the component definition to the empty spot at the bottom of the menu item list.
FOR
4. Save the menu definition.
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Lesson 14
Activity 40:
Examining Menu Definitions

In this activity, you will review the activity overview and examine a menu definition.
See PeopleTools I: Activity Guide, lesson 14, Registering the Component, Activity 40:
Examining Menu Definitions.
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Lesson 14
Identifying PeopleSoft Security Basics

You design application security around three elements:
Permission lists
Roles
User IDs
FOR
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314
Lesson 14
Identifying PeopleSoft Security Basics (continued)

This diagram shows a partial map of the security plan for the PSU Training application:
Permission Lists
PSU2000
Course
Delivery
Roles
PSU1100
Course
Administration
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Instructor
RCASTILLO
User IDs
PSU 3000
PSU
Purchasing
PSU1525
Instructor
Evaluation
DBORDIER
ALLPAGES
PSU1500
Student
Evaluation
Training
Administrator
Student
Application
Developer
CFULLER
ENG
PTTRN
JJONES
JSMITH
PSU Training security plan
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Notice the user IDs. If CFULLER signs on to the database, any permissions associated
with the Training Administrator role will be available to her. Likewise, any permissions
associated with the Student role will be available to the user IDs, ENG, JJONES, and
JSMITH.
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315
Lesson 14

A permission list contains information about component access. Use the permission list
pages to:
Add Menu definitions to the permission list.
Edit the components that the user accesses.
Edit the page in the component that the user accesses.
Edit the actions in the component that the user accesses.
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Use the Pages page to insert a menu definition:

Page Name
Navigation
Permission List PSU1300
PeopleTools, Security, Permissions & Roles, Permission Lists
Pages page
Use the Edit Components link on the Pages page to grant specific component, page, and
action rights.
Note. You insert a menu in the grid. Unless you have previously attached a component to
a menu, you cannot grant access to that component.
See Also
PeopleTools 8.44 PeopleBook: Security Administration, Working with Permission
Lists
316
Lesson 14

To configure access at the page definition level:
1. Insert a menu definition.
2. Click the Edit Components link.
3. Select the desired component and click the associated Edit Pages link.
4. Select the desired pages and actions.
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Lesson 14

Roles generally have names that describe a job or function. To manually configure a role:
1. Select the Permission Lists page.
2. Insert the permission list that you want to access.
3. Save the role.
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Student Notes
Use the Permission Lists page to assign permission lists to roles:
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Page Name
Navigation
Permission Lists
PeopleTools, Security, Permissions & Roles, Roles
Permission Lists page

See Also
PeopleTools 8.44 PeopleBook: Security Administration, Working with Roles
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Lesson 14

You use user IDs to sign on. During this class, you have been signing on as user
PTOOLS1. The security access for this user is determined by:
The roles attached to the PTOOLS1 userID.
The permission lists attached to those roles.
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Lesson 14

You assign roles to user IDs on the Roles page.
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Use the Roles page to assign roles to a user ID:
Page Name
Roles
FOR
Navigation
PeopleTools, Security, Permissions & Roles, Roles
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Roles page
See Also
PeopleTools 8.44 PeopleBook: Security Administration, Working with User Profiles
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320
Lesson 14
Activity 41:
Identifying PeopleSoft Security Basics

1. Examine roles.
2. Examine permissions.
3. Sign in as a different user.
4. Record your findings.
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321
Lesson 14
Navigating the Portal Registry

The structure and content pages consist of three sections:
Use the breadcrumbs section to indicate the level at which you are working.
Use the folders scroll area to create and modify folders.
Use the content references scroll area to create and modify content references.
FOR
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Page Name
Navigation
Structure and Content
PeopleTools, Portal, Structure and Content
Use the Structure and Content page to create and alter the navigational hierarchy:
Breadcrumbs
Folders
Content References
Breadcrumbs, folders, and content references in the Structure and Content page.
See Also
PeopleTools 8.44 PeopleBook: Internet Technology, Working with the Registry and
URLs
322
Lesson 14
PeopleTools 8.44 PeopleBook: Internet Technology, Implementing Portals

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323
Lesson 14
Navigating the Portal Registry (continued)

The Registration Wizard configures the portal registry. The Registration Wizard:
Creates a content reference and configures its properties.
Places the content reference in an existing folder.
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324
Lesson 14
Navigating the Portal Registry (continued)

Although the Registration Wizard creates content references for you, you can create a
content reference manually. To create a content reference manually:
1. Navigate to the Structure and Content component.
2. Create a new content reference in a folder.
3. Enter properties for the content reference.
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Properties of a content reference include:
Name.
Label.
Long description.
Sequence number.
Menu and component names.
In addition, you can effective-date content references.
Note. This topic is covered in detail in the PeopleSoft Enterprise Portal Administration
course.
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Activity 42:
Lesson 14
Navigating the Portal Registry

1. Examine breadcrumbs.
2. Examine folders.
3. Examine content references.
4. Examine the menu pagelet navigation.
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326
Lesson 14
Planning Component Registration

The most difficult part of the registration process is planning your needs before you start
the wizard. Examine your detailed technical specifications closely before running the
Registration Wizard and entering values.
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327
Lesson 14
Planning Component Registration (continued)

Menu definitions no longer generate the user interface. You select the menu definition for
your component based on a few simple rules:
Avoid using menu definitions delivered with PeopleSoft applications.
Create menu definitions that make sense as containers for objects, without concern
for navigation.
Consider using menu bar items for organizational purposes.
FOR
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328
Lesson 14

Associating permission lists with components is the security administrators job. You
might be playing this role eventually, but its not part of the development process.
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329
Lesson 14

Before beginning development, you should document, in the technical specifications, the
folder where you place content references. You need to know two things about the
Registration Wizard:
You must know the name of the folder.
You cannot browse through the portal structure from the Registration Wizard.
FOR
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330
Lesson 14

The label is what the user sees in the navigation. Label characteristics include:
Labels are limited to 30 characters.
Label text should clearly indicate the purpose of the underlying component.
Subordinate labels should not repeat higher-level folder information.
FOR
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331
Lesson 14

Characteristics of the description include:
The content reference description is a text string of up to 255 characters.
The text appears in the interface when users point the mouse over a content reference
Use this description to expand on the description in the label.
FOR
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332
Lesson 14
Registering the Component

The Registration Wizard automates the manual process that you have just seen. However,
you begin the automatic process as you would the manual process. Start with a glance at
the technical specifications. This table shows the specifications for menu information:
Property
Value or Status
Menu definition
0400_PTOOLS1
Bar item
STUDENT
FOR
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333
Lesson 14
Registering the Component (continued)

This table shows the specifications for navigational information:
Property
Value or Status
Portal registry folder
T1_COURSES
Content reference label
Course Details
Content reference long description
Create, view, or edit details about PSU courses
Sequence
FOR
10
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334
Lesson 14

This table shows the specifications for security information:
Property
Value or Status
Permission List
CPPT0400
Add Action
Selected
Update/Display Action
Selected
Update/Display All Action

Correction Action
FOR
Selected
Selected
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335
Lesson 14

This table shows the specifications for project information:
Property
Value or Status
Menu
Selected
Registry entry
Selected
Permission list
Selected
FOR
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When you finish registering a component, many of the properties that you entered are
saved and will appear as defaults when you register the next component.
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336
Lesson 14
Activity 43:
Registering the Component

1. Open the Registration Wizard.
2. Select the menu definition.
3. Configure the content reference.
4. Assign the permission list.
FOR
5. Add project options.
Registering the Component.
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337
Activity 44:
Lesson 14
Registering the T1_COURSE_MATL Component

1. Open the Registration Wizard.
2. Select the menu definition.
3. Configure the content reference.
4. Assign the permission list.
FOR
5. Add project options.
See PeopleTools I: Activity Guide, lesson 14, Registering Components, Activity 44:
Registering the T1_COURSE_MATL Component.
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338
Lesson 14
Review
Component registration consists of placing a component on a menu, configuring the

content reference properties, and establishing security.
Menu definitions are component repositories, not navigational structures.
PeopleSoft security is based on permission lists, roles, and user IDs.
You can enter and configure content references through the browser, by selecting
PeopleTools, Portal, Structure & Content.
Before you run the Registration Wizard, analyze the tasks that it performs and have a
project plan with you during the registration process.
The Registration Wizard saves development time by attaching components to menu

definitions, creating content references in the portal registry, and assigning a
permission list to the component and the content reference.
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Lesson 14
Notes
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340
Lesson 15
Testing an Application
Objectives
FOR
Create and analyze test plans.
Test applications.
Troubleshoot common issues.
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Before releasing new or modified applications, you must perform a rigorous test to ensure
online functionality and data integrity. You test your new application by:
Adding, deleting, and modifying data.
Confirming default values and prompt lists.
Examining application data.
Using the DBMS query tool to verify data in the database.

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341
Lesson 15
Creating and Analyzing Test Plans

The fourth phase is composed of one step, as illustrated in the following diagram. If you
find problems, you move back to the appropriate step to resolve it, and walk through the
testing process again until you are ready to go to production.
Test
FOR
Test
Application
Plan
Design
Application
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Register
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Define
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Define
Fields
Define
Records
Define
Pages
Build
Tables
Data Design
The testing phase of application development

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342
Lesson 15
Creating and Analyzing Test Plans (continued)

Before you start, however, be aware of dependencies the application might have on other
tables in the database. You are especially interested in search record dependencies.
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343
Lesson 15

The specification calls for default values on certain fields. These default values were
determined at the record definition level. During testing, confirm the presence of the
defaults values as you add or insert rows.
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FOR

Definition Name
T1_COURSE_TBL
Navigation
File, Open
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Use the record definition to determine default values:
T1_COURSE_TBL record definition

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344
Lesson 15

You configured three types of prompts for data validation in this record definition. The
test plan should include:
Testing translate table prompts.
Testing yes/no prompts.
Testing prompt table prompts.
FOR
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Page Name
Navigation
T1_COURSE_TBL
File, Open
Use the record definition to examine prompts:
T1_COURSE_TBL record definition

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345
Lesson 15

Tableset sharing is a form of data validation where users are limited to certain choices
based on the business rules that were set up for the prompt tables. If your component
includes tableset sharing, you must:
Determine the rules.
Document the expected behavior of the affected prompts.
FOR
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Lesson 15
Activity 45:
Creating and Analyzing Test Plans

In this activity, you will review the activity overview and formulate a test plan.
See PeopleTools I: Activity Guide, lesson 15, Testing an Application, Activity 45:
Creating and Analyzing Test Plans.
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Lesson 15
Testing Applications
Because the T1_COURSE component uses the same record for both search and primary,
you expect the PS_T1_COURSE_TBL table to be empty. Therefore, this test includes:
Adding high-level keys.
Inserting rows.
Checking default values.
Verifying data validation prompts.
Testing effective-dated logic.
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348
Lesson 15
Activity 46:
Check for data dependencies.
Add high-level keys.
Insert rows.
Check default values.
Verify data validation prompts.
Test effective-dating logic.
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See PeopleTools I: Activity Guide, lesson 15, Testing an Application, Activity 46:
Testing Applications.
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349
Lesson 15
Troubleshooting Common Issues

Here are some issues that you may find during testing. This chart describes issues that
result from mistakes in a field definition:
Problem
Configuration Option
Drop-down list boxes or radio buttons dont include

all required values.
In the field definition, open the properties dialog box

and select the Translate Values tab.
Field label is incorrect.
FOR
Check the effective date of translate value.

Check the label IDs in the field, record, and page
definitions.
Data entered is in the wrong format (all uppercase or

mixed case).
Check the format in the field definition. Use caution;

a change here can affect many areas of the
application.
Not enough characters are allowed in a field.
Check the length in the field definition. Use caution;

a change here can affect many areas of the
application.
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Lesson 15
Troubleshooting Common Issues (continued)

This chart describes issues that result from mistakes in a record definition:
Problem
Duplicate key error messages
Check the key structure. If you make changes

remember to rebuild (or alter) the table or recreate
indexes.
Search page not correct
Check the key, alternate search key, and list box

settings of the search record.
FOR
Default values missing or incorrect
Check record field use properties.
Prompt not available or prompting to wrong table
Check record field edits properties.
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Lesson 15

This chart describes issues that result from mistakes in creating the SQL table:
Problem
SQL errors when accessing search page or

component
Verify that the table exists. Determine whether

someone modified the record definition but did not
alter the underlying table. Build or alter from record
if required.
FOR
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352
Lesson 15

This chart describes issues that result from mistakes in a page definition:
Problem
High-level key can be edited.
Check page field properties for display-only setting.
Alignment of controls on the screen is off.
Check page definition.
There is no data in a related field.
Check the page field properties for control and

related field settings, plus the field settings for the
related field. It should be pointed to a field in the
prompt table.
Label text is incorrect.
FOR
Check page field properties.
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Lesson 15

This chart describes issues that result from mistakes in a component definition:
Problem
Label on page tabs is incorrect.
Check the component definition for the Item Label

and Folder Tab Label fields.
You want different defaults for the initial search

page.
Check Component Properties, Internet tab.
Search page shows inappropriate fields.
Check Component Properties, Use tab.
Inappropriate actions available to user.
Check Component Properties, Use tab.
Incorrect or inappropriate buttons appear on bottom

of display.
Check Component Properties, Internet tab.
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Lesson 15

This chart describes issues that result from mistakes in component registration:
Problem
Content reference is not visible.
Examine the portal registry for content reference

security. Save the content reference to refresh
permission list associations.
An access error appears when clicking a content

reference.
Examine the permission list and check page security

settings. Examine content reference in portal registry
and verify names of component and menu definition.
Search page title is cryptic text.
Open menu definition and edit menu item label.
Inappropriate text appears for content reference label

or description.
Edit content reference in the portal registry.
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Activity 47:
Lesson 15
Testing More of the Training Application

Check for data dependencies.
Insert rows.
Check default values.
Verify data validation prompts.
FOR
See PeopleTools I: Activity Guide, lesson 15, Testing the Application, Activity 47:
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Lesson 15
Review
It is important to create a test plan that will check for data dependencies, test key
structure, verify default values and validation tables, and examine effective dating
logic.
After formulating a test plan based on the guidelines above, you implement the plan
by entering data.
It is important to methodically trace any problems to the definition that is causing it,
and then walk through the remaining steps of development.
FOR
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Lesson 15
Notes
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358
Lesson 16
Editing the Registry Structure

Objectives
FOR
Describe content organization in PeopleTools 8.44 navigation.
Create new folders.
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Delete folders.
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359
Lesson 16
Discussing Content Organization in PeopleTools 8.44 Navigation

Navigation in enterprise applications based on PeopleTools 8.44:
Is derived from the contents of the portal registry.
Has changed significantly from previous PeopleTools releases, in which navigation

was derived from menu definitions.
Allows for a single navigational taxonomy that spans multiple application databases.
FOR
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Lesson 16

(continued)
When considering what makes up a content reference in the navigation, ask these
questions:
Which node contains the content?
Which portal registry are you using?
Which folder holds the content reference?
Where does the content reference point?
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Lesson 16

(continued)
The answers to the questions depend partly on your license agreement. There are three
license agreement categories:
PeopleSoft application.
PeopleSoft application with portal pack.
PeopleSoft Enterprise Portal.
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362
Lesson 16

(continued)
All PeopleSoft applications provide access to application content by navigation and
Verity search. Each application suite maintains its own server processes and database, as
this diagram shows:
Home Pages
Web Server
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HRMS PIA
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Server
Application
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CRM Domain
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PeopleSoft application architecture
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363
Lesson 16

(continued)
Portal packs are aligned by product lines and include pagelets as well as a personalized
homepage with multiple tabs.
This diagram illustrates an application portal:
Home Pages
HR
HR
HR
Web Server
Application
Server
Application
Databases
HRMS PIA
HRMS Domain
HRMS
CRM Domain
CRM
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PeopleSoft application with portal pack architecture
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364
Lesson 16

(continued)
PeopleSoft Enterprise Portal runs on its own database and can aggregate content and
portal packs across multiple PeopleSoft application databases, as well as any other
content that you want to deploy in the portal, as this diagram shows:
Web Server
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Home Page
CRM
HR
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Portal PIA
Portal Domain
Portal
PeopleSoft Enterprise Portal architecture
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365
Lesson 16

(continued)
Navigation standards in previous releases were based on menu bar item names that held
links to content. There were five standard menu bar item names:
Use
Inquire
Setup
Process
Report
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366
Lesson 16

(continued)
In PeopleTools 8.4, navigation is organized around functional areas and business
processes. This diagram shows a simple example of how you might map a business
process:
Training
Self Service
Administer a Training Class
On-line
Enrollment
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Threshhold?
Yes
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Instructor
Prepare
Classroom
Deliver
Course
Course
Evaluation
No
Billing
Cancel Class
Pages mapped to tasks in a business process

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367
Lesson 16

(continued)
The top level of folders represents the functional areas. Folders can contain other folders
or content references. This diagram shows how the navigation might look based on a
simple business process:
Self Service
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Class Administration
Classroom Assignments
Classroom Preparation
Course Evaluations
Collect Fees
Navigation for administering a training class
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368
Lesson 16

(continued)
Keep in mind these rules as you develop your navigation:
Aim for a flat taxonomy.
Users should be able to access a content reference with no more than three clicks
(two folders plus a content reference).
Long descriptions for content references should be in sentence case without periods.
Do not repeat a term in a folder and in the content reference.
The order of content references should match the steps in the business process, where
possible.
Limit the contents of a folder to 14 folders and content references combined.
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369
Activity 48:
Lesson 16
Examining the Portal Registry

1. Examine the default node.
2. Examine the default portal.
3. Examine folder configuration settings.
4. Examine content reference configuration settings.
FOR
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370
Lesson 16
Creating Folders
You must create a folder before running the registration wizard. This section discusses
how to:
Name folders.
Create new folders.
Verify that folders appear in navigation.
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371
Lesson 16
Creating Folders (continued)

Follow these guidelines when naming new folders:
Each folder in the portal registry must have a unique name.
A folder name can be up to 30 characters long.
Use a naming convention to help you identify new folders.
You might want to include in the name a clue to the location of the folder.
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372
Lesson 16

To create a folder in the portal registry:
1. Select PeopleTools, Portal, Structure and Content.
2. Select the Add Folder link.
3. Enter the appropriate text in the Folder Administration page.
4. Click Save.
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Lesson 16

Once you create the folder, you will need to verify the folders existence. To verify a
folders existence:
1. Click the Refresh button on the browser.
2. Click the folder to view its contents.
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Lesson 16
Activity 49:
Creating Folders in the Portal Registry

1. Create a folder.
2. Verify that the folder appears in the taxonomy.
49: Creating Folders in the Portal Registry.
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375
Lesson 16
Moving Folders or Content References to New Parent Folders

A folder can contain a number of content references and folders, and those folders
usually have more content references. When you move a folder, you graft it like the
branch of a tree to a new location. All subordinate content moves with it, like the twigs
and leaves of a tree.
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376
Lesson 16
Moving Folders or Content References to New Parent Folders (continued)

To move a folder and its subordinate content to a new location in the navigation:
1. Select PeopleTools, Portal, Structure and Content.
2. Select a folder.
3. Click the Edit link to move the folder that is beside the link
4. Click the Select New Parent Folder button.
FOR
5. Navigate to the new folder and click the folder name.

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377
Activity 50:
Lesson 16
Moving Folders or Content References

1. Move folders.
2. Verify that folders appear in the navigation.
See PeopleTools I: Activity Guide, lesson 16, Editing the Registry Structure Activity
50: Moving Folders or Content References.
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378
Lesson 16
Deleting Folders
Before deleting a folder, you must assess the impact of deletion, because:
Deleting a folder deletes everything in it.
There is no undo option.
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379
Lesson 16
Deleting Folders (continued)

If you no longer need a folder and you have minimized the impact, you should delete it
from the portal registry. To delete a folder:
1. Click the Delete button for the desired folder.
2. Click OK in the warning dialog box.
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380
Lesson 16
Activity 51:
Deleting Folders in the Portal Registry

1. Delete the My Test folder from the portal registry.
2. Verify that the My Test folder was deleted.
51: Deleting Folders in the Portal Registry.
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381
Activity 52:
Lesson 16
Working with Folders in the Portal Registry

1. Create a folder.
2. Move a content reference.
52: Working with Folders in the Portal Registry.
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382
Lesson 16
Review
You organize all user-accessible content in the portal registry by using functional
areas and business processes as guidelines for constructing user navigation.
New folders are created in the Structure and Content component of the portal
registry.
You can move existing folders, along with their content, to other areas of the
taxonomy.
Deleting a folder or content reference from the portal registry is a quick process but
can have broad consequences.
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Lesson 16
Notes
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384
Lesson 17
Creating Menu Definitions

Objectives
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Describe the purpose of a menu.
Locate a component on a menu.
Edit menu item labels.
Create menu definitions.
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385
Lesson 17
Describing the Purpose of a Menu

The term menu implies user navigation. As of PeopleTools 8.4, however, menu
definitions no longer generate navigation. Instead, menus:
Are placeholders for components.
Create logical groupings for security.
Establish a link to the portal registry.
FOR
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Lesson 17
Describing the Purpose of a Menu (continued)

Menu definitions consist of three elements:
Menu name
Bar item name
Menu item
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Lesson 17
Locating a Component on a Menu

The registration wizard places a component on a menu. If you do not remember with
which menu you associated a specific component:
1. Navigate to the component.
2. Press CTRL+J.
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Lesson 17
Locating a Component on a Menu (continued)

When you know the name of the menu and the component, you open them in the
PeopleSoft Application Designer.
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Lesson 17
Editing Menu Item Labels

When you select a content reference, a search page loads. Every search page has a title.
The title should match the content reference to maintain consistency in the look of the
application.
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Lesson 17
Editing Menu Item Labels (continued)

When you register a component, the search page titles do not match the content reference
labels, as is the case for the Course Details and the Course Materials components that you
created in class.
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391
Lesson 17
Editing Menu Item Labels (continued)

To change menu item labels:
1. Open the menu definition.
2. Select the bar item under which the menu item resides.
3. Double-click the menu item.
4. Enter the new label.
FOR
5. Save the menu definition.
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Lesson 17
Activity 53:
Editing Menu Item Labels

In this activity, you will review the activity overview and change menu item labels.
See PeopleTools I: Activity Guide, lesson 17, Creating Menu Definitions, Activity 53:
Editing Menu Item Labels.
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Lesson 17

PeopleSoft applications have many existing menu definitions. When developing, you
must determine whether to:
Use an existing definition.
Create a new one.
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394
Lesson 17
Creating Menu Definitions (continued)

You create menu definitions in the same as any other definition in PeopleSoft
Application Designer. To create a menu definition:
2. Select Menu from the New Definition dialog box.
FOR
4. Select the Standard menu type radio button.

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Lesson 17

After selecting a new menu definition, you add bar items to the new menu. To add a bar
item to the menu:
1. Double-click the empty rectangle with dashed lines.
2. Enter a name that is unique to this menu.
3. Enter a label.
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Lesson 17

To save a menu definition you must include at least one bar item and at least one menu
item. The easiest solution is to place a separator bar as a menu item under the bar item
itself. Otherwise, to configure a menu item:
1. Double-click the empty rectangle with dashed lines under the new bar item.
2. Select Component radio button from the Type field.
FOR

4. Select File, Save.
5. Enter data in the Save As field.
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Activity 54:
Lesson 17
Creating a Menu Definition

1. Create a menu definition.
2. Add a bar item.
3. Add a separator bar to the menu item.
4. Save a menu definition.
FOR
See PeopleTools I: Activity Guide, lesson 17, Creating Menu Definitions, Activity 54:
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398
Lesson 17
Review
Menu definitions were used to construct user navigation in previous PeopleSoft

releases, but in PeopleTools 8.4, menu definitions act as containers for components,
providing links to security and the portal registry.
Developers should open the menu definition and edit the item label to match the
content reference label.
You should create at least one menu definition to hold custom components; this will
save you from having to reregister components when you upgrade your application.
Creating a menu definition is a four-step process.
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Slide 389 ______________________________________________________________________________________________________
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399
Lesson 17
Notes
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400
Lesson 18
Analyzing the Impact of Design

Changes
FOR
Objectives
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Determine relationships among definitions.
Synchronize record definitions and database tables.
Incorporate upgrades in the development strategy.
Slide 391 ______________________________________________________________________________________________________
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401
Analyzing the Impact of Design Changes
Lesson 18
Determining Relationships Among Definitions

If you determine that new configurations are necessary, try to keep specialized
configurations to a minimum. This way you can:
Implement the application more quickly.
Upgrade smoothly.
Slide 392 ______________________________________________________________________________________________________
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402
Lesson 18
Determining Relationships Among Definitions (continued)

You design definitions before you develop applications. This diagram shows the
relationship among application definitions:
Field
Field
Field
Field
Record
Page
FOR
Table
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Relationship among application definitions
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403
Lesson 18
Determining Relationships Among Definitions (continued)

To determine the definitions that are affected by a change to an existing definition, you
can:
Use the PeopleSoft Application Designer Find Definition References tool.
Use the PeopleTools Cross Reference page.
Slide 394 ______________________________________________________________________________________________________
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404
Lesson 18
Activity 55:
Determining Relationships Among Definitions

1. Find definition references.
2. Using the Record Cross Reference page.
See PeopleTools I: Activity Guide, lesson 18, Analyzing the Impact of Design
Changes, Activity 55: Determining Relationships Among Definitions.
FOR
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405
Lesson 18
Synchronizing Record Definitions and Database Tables

Data is stored in SQL tables, which are based on record definitions. Changes to field
definitions or record definitions often make the underlying table no longer synchronized
with the record definition. To remedy this problem without losing application data, use
the Alter option of the Build operation.
Slide 396 ______________________________________________________________________________________________________
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406
Lesson 18
Synchronizing Record Definitions and Database Tables (continued)

If you change either a field definition or a record definition, you might have to alter the
associated SQL table to synchronize it, depending on the changes.
Slide 397 ______________________________________________________________________________________________________
Student Notes
Use this table to determine what actions you must perform when you change a record
definition:
Properties
Field
Use
FOR
Table Structure Changes

(Create or Alter Table)
Index Changes
(Create Index)
INTERNAL
USE
ONLY!
Field name
NA
Definition Changes
(Do Nothing)
Format
Length
Long name
Type
Short name
Delete/Add field from record

definition
Translate table values
NA
Key (new)
Alternate search key
Search key (if already a

key)
Key direction
(ascending or
descending)
List box item
Duplicate order key
Auto update
Defaults (value and page

control)
Field audits
Edits
Value Required (Long Character,

Date, Time, DateTime, Image)
NA
Prompt table edit

Translate table edit
Yes/No edit
Value required (Numeric,
Character)
Reasonable date check
PeopleCode
NA
NA
PeopleCode
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407
Lesson 18

If you make a change that requires an update to an index only:
1. Open the record definition.
2. Select Build, Current Definition.
3. Select Create Indexes.
4. Select a build execute option.
FOR
5. Click the Build button.
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408
Lesson 18

If you change the table structure, you must either build or alter the table. The alter table
process is similar to the create table process, except that you do not lose the data that
application data tables contain.
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FOR
It is important to remember that if you alter a table, you must rebuild any views that
reference the altered table. You must also recompile any COBOL programs that reference
the altered table.
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409
Lesson 18

The Alter tab of the Build Settings dialog box provides options for handling existing data.
You can:
Drop columns even if they hold data.
Skip records if they contain data.
Truncate data.
Set the specific type of alter options that you would like.
FOR
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410
Lesson 18
Activity 56:
Synchronizing Record Definitions and Database Tables

1. Determine the impact of a definition change and changing the field definition.
2. Change build settings for the T1_COURSE_TBL table and alter the table.
3. Examine the log and script.
4. Examine the page definition.
FOR
5. Examine the SQL table.

INTERNAL
USE
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See PeopleTools I: Activity Guide, lesson 18, Analyzing the Impact of Design
Changes, Activity 56: Synchronizing Record Definitions and Database Tables.
Slide 401 ______________________________________________________________________________________________________
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411
Lesson 18
Incorporating Upgrades in the Development Strategy

Every implementation is different, depending on customer requirements, but there are
three main categories:
The applications are unmodified
The applications have minor modifications
The applications are highly modified
FOR
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412
Lesson 18
Incorporating Upgrades in the Development Strategy (continued)

An upgrade is a replacement of existing definitions with new ones. If you have not
altered definitions, upgrading the application is a relatively smooth operation. The
definition upgrades take place without much required interaction.
Slide 403 ______________________________________________________________________________________________________
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413
Lesson 18

During the upgrade process, if internal version information of a definition indicates that it
has been modified, information about the upgraded definition and the existing modified
one is captured and placed in a comparison report, as illustrated in this diagram:
Field A
Field B
Field C
Field D
Field A
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Existing Modified
Record Definition
Comparison
Report
Field B
Field C
Field D
New Version of
Record Definition
Comparison between modified and upgraded definitions
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414
Lesson 18

To comply with the upgrade:
1. Examine the comparison report to determine modifications made to the original
definition.
2. Find the documentation pertaining to your modifications.
3. Accept the upgraded definition, replacing the original.
FOR
4. Using the development documentation, reapply the modifications to the upgraded

definition.
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415
Lesson 18

To ensure smooth transitions between releases of PeopleSoft applications, follow two
rules:
When possible, create a new definition instead of modifying an existing one.
When you modify an existing definition, document changes fully in the Comments
field of the definition properties.
FOR
Slide 406 ______________________________________________________________________________________________________
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416
Lesson 18
Review
You can use cross-reference tools to examine how definitions are interrelated.
Changing definitions can have pronounced effects on other definitions.
Modifying field and record properties can cause the record definition to be
unsynchronized with the database table.
When planning application development, you should consider the impact of

modifications on future upgrades.
FOR
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417
Lesson 18
Notes
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418
Lesson 19
Building Applications
Objectives
FOR
Discuss application design
Create data structures
Create user interfaces
Test applications
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419
Lesson 19
Designing an Application
You design the application in the planning phase as the diagram illustrates:
Test
Plan
Test
Application
FOR
Design
Application
Register
Components
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Define
Components
User Interface
Define
Fields
Define
Records
Define
Pages
Build
Tables
Data Design
Planning phase
Slide 410 ______________________________________________________________________________________________________
Student Notes
All interested parties should be involved in this phase to avoid costly and timeconsuming mistakes. In the application design phase you produce:
Functional specifications
Technical specifications
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420
Lesson 19
Activity 57:
Designing an Application
Plan the data structures.
Plan the user interfaces.
Plan the testing.
FOR
See PeopleTools I: Activity Guide, lesson 19, Building Applications, Activity 57:
Designing an Application.
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421
Lesson 19
Creating Data Structures

With technical specifications prepared, you can proceed to the data design phase as this
diagram illustrates:
Test
Plan
Test
Application
FOR
Design
Application
INTERNAL
USE
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Register
Components
Define
Components
User Interface
Define
Fields
Define
Records
Define
Pages
Build
Tables
Data Design
Data design phase
Slide 412 ______________________________________________________________________________________________________
Student Notes
In this phase, you create the underlying structure of the application. The data design
phase comprises three application development steps:
Step 2: Define fields.
Step 3: Create record definitions.
Step 4: Build SQL tables.

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422
Lesson 19
Creating Data Structures (continued)

In step 2, you identify and create new field definitions. You set such field properties as:
Type
Length
Label
Format
Translate values
FOR
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423
Lesson 19

In step 3, you create a record definition. You set such record properties as:
Default values
Field level audits
Key structure
PeopleCode
Required fields
Table edits
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424
Lesson 19

In step 4, you create the SQL tables. You need to configure settings such as:
Build options
Execute options
Script options
Logging options
FOR
Slide 415 ______________________________________________________________________________________________________
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425
Activity 58:
Lesson 19
Creating Data Structures

1. Define fields.
2. Create record definitions.
3. Build SQL tables.
Creating Data Structures.
FOR
Slide 416 ______________________________________________________________________________________________________
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426
Lesson 19
Creating User Interfaces

With the table structures in place, you can proceed to the user interface phase as this
diagram illustrates:
Test
Plan
Test
Application
FOR
Design
Application
INTERNAL
USE
ONLY!
Register
Components
Define
Components
User Interface
Define
Fields
Define
Records
Define
Pages
Build
Tables
Data Design
User interface phase
Slide 417 ______________________________________________________________________________________________________
Student Notes
The user interface phase comprises three application development steps.
Step 5: Create page definitions.
Step 6: Define components.
Step 7: Register components.

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427
Lesson 19
Creating User Interfaces (continued)

In step 5, you create page definitions. You set such page properties as:
Record name
Field name
Display options
Label options
Related field options
Page order
Page size
Alignment
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428
Lesson 19

In step 6, you create a component definition. You set such component properties as:
Search record
Actions
Toolbar options
Internet options
PeopleCode
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429
Lesson 19

In step 7, you register a component. The Registration Wizard:
Places the component on a menu.
Sets up navigation through the portal registry.
Sets up security rights on one permission list.
FOR
Slide 420 ______________________________________________________________________________________________________
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430
Lesson 19
Activity 59:
Creating User Interfaces

1. Create page definitions.
2. Create component definitions.
3. Register components.
Creating User Interfaces.
FOR
Slide 421 ______________________________________________________________________________________________________
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431
Lesson 19
The final phase is also the last application development step as this diagram illustrates:
Test
Plan
Test
Application
FOR
Design
Application
Register
Components
INTERNAL
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ONLY!
Define
Components
User Interface
Define
Fields
Define
Records
Define
Pages
Build
Tables
Data Design
Testing phase
Slide 422 ______________________________________________________________________________________________________
Student Notes
Perform a rigorous test on the component by:
Adding rows of data.
Verifying defaults and prompts.
Inserting rows of data.
Deleting rows of data.
Modifying rows of data.
Testing all of the supported actions.

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432
Lesson 19
Activity 60:
Testing the Application

1. Test the course enrollment application.
2. Test the course database application.
Testing the Application.
FOR
Slide 423 ______________________________________________________________________________________________________
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433
Lesson 19
Review
The application design phase produces functional and technical specifications.
In the data design phase, you create any fields that you need, organize the fields into
record definitions, and then create the database tables.
In the user interface phase, you develop pages, create components, grant security
access, and implement navigation.
You should not release any application without a rigorous and thorough test phase.
FOR
Slide 424 ______________________________________________________________________________________________________
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434
Lesson 20
Searching Applications by Using

the Verity Search Engine
FOR
Objectives
INTERNAL
USE
ONLY!
Describe and perform a Verity search.
Perform a Verity search.
Generate a Verity search collection.
Add keywords to a search collection.
Slide 426 ______________________________________________________________________________________________________
Student Notes
All PeopleSoft 8 applications come with the Verity search engine. In the original release
of PeopleSoft 8, this search capability powered PeopleBooks documentation only.
In PeopleTools 8.4, the capabilities of Verity have been expanded to help users navigate
the applications.
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435
Searching Applications by Using the Verity Search Engine
Lesson 20
Describing and Performing a Verity Search

You saw on the first day of this class that users can enter text to search for content. The
search engine is supplied by Verity, one of the largest providers of search engines.
Slide 427 ______________________________________________________________________________________________________
Student Notes
Security filtering is built in and implemented behind the scenes in a Verity search. The
permission lists assigned to each content reference determine security access.
FOR
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436
Lesson 20
Describing and Performing a Verity Search (continued)

In PeopleTools 8.4, users can access the Verity search engine to search within
applications. When a user searches for text Verity examines an index based on the
contents of the portal registry. The contents of the following fields are included in the
index:
Label
Long Description
Author
Product
Node Name
Attributes (keywords)
FOR
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Slide 428 ______________________________________________________________________________________________________
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437
Lesson 20

All of these fields are available in the portal registry on the Content Ref Administration
page.
Slide 429 ______________________________________________________________________________________________________
Student Notes
Use the Content Ref Administration page to enter information that the Verity search
engine will use:
Page Name
FOR
Content Ref Administration
Navigation
INTERNAL
USE
ONLY!
Click the Courses link.
Click the Edit link for General Information.
438
Lesson 20
FOR
INTERNAL
USE
ONLY!
Content Ref Administration page
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439
Lesson 20

The Verity search engine does not search all the text in the portal registry each time a
user enters a search request. Rather, a search index is generated from the text and stored
on the application server. In the Verity search engine, these indexes are called collections.
PeopleSoft applications support four types of search collections:
Registry
Record
Web
File system
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Slide 430 ______________________________________________________________________________________________________
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PeopleSoft Enterprise Portal contains processes for building all these collections. For
standalone enterprise applications, only the registry collection is supported.
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440
Lesson 20

To perform a Verity search:
1. Enter a value in the Search field.
2. Click the search button.
3. Examine the results.
Slide 431 ______________________________________________________________________________________________________
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Student Notes
The search field is at the top of the menu pagelet. The search button is to the right of the
search field.
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441
Activity 61:
Lesson 20
Performing a Verity Search

In this activity, you will review the activity overview and execute a Verity search.
See PeopleTools I: Activity Guide, lesson 20, Searching Applications by Using the
Verity Search Engine, Activity 61: Performing a Verity Search.
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442
Lesson 20
Generating a Registry Search Collection

If you add content to the portal registry by registering components, you must generate a
new registry collection before searching text on the new content reference. To generate a
search collection:
1. Select PeopleTools, Portal, Build Registry Search Index.
2. Click the Search button.
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3. Click a Run Control ID link from the Search Results.

4. Click the Run button.
5. Select the process.
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443
Activity 62:
Lesson 20
Generating a Registry Search Collection

1. Generate a search collection.
2. Search for content.
See PeopleTools I: Activity Guide, lesson 20, Searching Applications by Using the
Verity Search Engine, Activity 62: Generating a Registry Search Collection.
FOR
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444
Lesson 20
Adding Keywords to a Search Collection

A search collection made up of text from labels and descriptions is helpful, but
occasionally users will want to find content based on words that are not in either field.
This is where keywords are helpful.
Slide 435 ______________________________________________________________________________________________________
Student Notes
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Use the Content Ref Administration page to add keywords:

Page Name
Content Ref Administration
Navigation
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Click the Courses link.
Click the Edit link for General Information.
Content Ref Administration page

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445
Lesson 20
Adding Keywords to a Search Collection (continued)

You can enter one or more keywords for a content reference in the Content Reference
Attributes region of the Content Ref Administration page. Follow these guidelines:
Enter terms that are not in the Label or Description field.
Enter terms that may be unique to the business process.
Slide 436 ______________________________________________________________________________________________________
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Student Notes
Here is an example of keywords entered for a content reference in a PeopleSoft human

resources application:
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Keywords entered in the Content Reference Attributes page

See Also
PeopleTools 8.44 PeopleBook: Internet Technology, Administering Portals

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446
Lesson 20
Adding Keywords to a Search Collection (continued)

To add keywords for a content reference:
1. Enter KEYWORD in the Attribute field of the Content Reference Attributes region of
the Content Ref Administration page.
2. Enter Keyword in the Label field.
3. Enter search words or phrases separated by commas in the Attribute value field.
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4. (Optional) Select the Translate check box.

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6. Build the registry index when you finish entering all keywords.
Slide 437 ______________________________________________________________________________________________________
Student Notes
Select the Translate check box to make attribute values translatable into other languages.
It is a good practice to make keywords translatable.
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447
Activity 63:
Lesson 20
Implementing a Verity Search Collection

1. Enter keywords.
2. Rebuild the search collection.
3. Search for specific content in the training application.
See PeopleTools I: Activity Guide, lesson 20, Describing the Verity Search Engine,
Activity 63: Implementing a Verity Search Collection.
FOR
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448
Lesson 20
Review
The Verity search engine is a standard feature of all PeopleSoft 8 applications; users
enter text searches that are filtered for security access rights before links to content
are returned.
You generate a registry search collection through a process that you should run
regularly.
Keywords are unique, searchable values that enable you to expand the scope of a
Verity search for specific content references.
FOR
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449
Lesson 20
Notes
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450
Lesson 21
Performing Data Audits

Objectives
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Discuss advantages and disadvantages of implementing audits.
Implement field-level audits.
Implement record-level audits.
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PeopleSoft has two approaches to auditing data: by field and by record definition. In
either case, the system writes data to tables created to contain audit data.
Field-level audits record when you insert, update, or delete a field value. The system
writes a row of audit data to the PSAUDIT table for each field marked for audit. You
may write multiple rows of audit data for a single transaction.
Record-level audits record any inserts, updates, or deletions for specified fields in a row
of data. PeopleSoft does not provide a table to store record-level audit data.
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451
Lesson 21
Discussing Advantages and Disadvantages of Implementing Audits

Database administrators perform audits to track the tasks that users perform in PeopleSoft
enterprise applications. You might have hundreds or thousands of people signing in and
altering data in the database. Alterations fall into three categories:
Adding new rows of data.
Changing existing rows of data.
Deleting rows of data.
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452
Lesson 21

(continued)
There are advantages of auditing. You can record:
The values that changed.
When changes were made.
Who made the changes.
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Slide 443 ______________________________________________________________________________________________________
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This is a valuable tool, especially with sensitive data. You might set up auditing on tables
that relate to company payroll, for example.
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453
Lesson 21

(continued)
There are disadvantages of auditing.
Auditing every action on every table can significantly reduce overall performance.
For any field or record that you audit, a separate database transaction has to take
place in addition to the user action, which is detrimental to performance.
Audit information is stored in separate tables, which can become quite large and
consume database server space.
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454
Lesson 21

(continued)
The simplest audit to set up and monitor is the field-level audit.
All audit information from field-level audits, regardless of where the field is located,
is stored in a central PSAUDIT table.
You can set up auditing on a field in seconds.
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Slide 445 ______________________________________________________________________________________________________
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Before this class began, we configured some field level audits. Every time you made
changes in Student Personal Information, your actions wrote to an audit table.
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455
Lesson 21
Implementing Field Level Audits

A field level audit is a record field property. To configure a field level audit:
1. Open the desired record.
2. Double click the field you would like to audit.
3. In the Audit section, select Field Add, Field Change, or Field Delete.
FOR
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456
Lesson 21
Implementing Field Level Audits (continued)

All field-level audit data is stored in the PSAUDIT table. You can view this table using
Query or using SQL commands. The PSAUDIT table contains the following fields:
AUDIT_OPRID
AUDIT_STAMP
AUDIT_ACTN
RECNAME
FIELDNAME
OLDVALUE
NEWVALUE
KEY1, KEY2,
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Student Notes
This section discusses how to view data in the PSAUDIT table:
View the contents of PSAUDIT using your database query tool and a SELECT
statement:
SELECT * FROM PSAUDIT
Limit your query to a specific record definition by specifying it in a WHERE clause:

WHERE RECNAME = PSU_STUDENT_TBL
Modify the WHERE clause to limit your query to a specific field on a specific record
definition:
WHERE RECNAME = PSU_STUDENT_TBL
AND FIELDNAME = STUDENT_NAME
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457
Activity 64:
Lesson 21
Performing a Field-Level Audit

Observe field-level settings
View the contents of PSAUDIT.
See PeopleTools I: Activity Guide, lesson 21, Performing Data Audits, Activity 64:
Performing a Field-Level Audit.
FOR
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458
Lesson 21
Implementing Record Level Audits

You can capture similar audit information at the record level. The initial setup is a little
more elaborate, but an audit table in your database is dedicated to auditing fields for a
specific record. To set up a record level audit:
1. Clone the record you want to audit.
2. Save the record as AUDIT_<original record name>.
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3. Insert the audit fields as the first three fields.

4. Delete any fields that you do not want to track.
5. Remove all key structure.
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6. Build the table.
7. Link the base record to the audit record and select the desired audit options.
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459
Lesson 21
Implementing Record Level Audits (continued)

To clone and save the record:
1. Open the record to audit.
2. Select File, Save As.
3. Enter AUDIT_<original record name> in the Save As field.
Slide 450 ______________________________________________________________________________________________________
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The field name is limited to 15 characters.
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460
Lesson 21

Insert these three fields, in this order, as the first three fields in the record definition:
AUDIT_OPRID.
AUDIT_STAMP.
AUDIT_ACTN.
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Slide 451 ______________________________________________________________________________________________________
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Note. For AUDIT_STAMP, select the Auto-Update check box in the Record Field
Properties dialog box otherwise the audit record doesnt receive a date and time stamp.
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461
Lesson 21

Delete fields that you do not want to audit:
You should audit all fields that are keys in the original record to help determine the
unique row that included the action.
To audit all fields in the record, skip this step.
You cannot audit Long Character or Image fields.
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462
Lesson 21

Audit tables do not include keys or indexes.
1. Clear all key attributes.
2. Clear all duplicate order key attributes.
3. Clear all search key attributes.
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463
Lesson 21

The next step is to build the table.
Slide 454 ______________________________________________________________________________________________________
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This is the most often forgotten step. Remember to build the table.
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464
Lesson 21

To link the base record to the audit record:
1. Open the record definition that you are auditing.
2. Select File, Definition Properties.
4. Select the correct audit record definition from the Record Name drop-down list box.
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5. Select the desired audit actions.
Slide 455 ______________________________________________________________________________________________________
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With record-level audits, you can track any combination of four actions.
Add
Change
Selective
Delete
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465
Lesson 21

The audit table records:
Only the old values for non-key fields.
Both the new and old values if you change a key value.
Slide 456 ______________________________________________________________________________________________________
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See PeopleTools 8.44 PeopleBook: PeopleSoft Application Designer, Creating Record

Definitions
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466
Lesson 21
Activity 65:
Implementing Record Level Audits

1. Clone and save the record.
2. Insert the audit fields.
3. Delete unnecessary fields.
4. Remove all key structure, default values, and set auto update.
5. Build the table.
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6. Link the base record to the audit record and select the desired audit options.
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7. Test the auditing process.
See PeopleTools I: Activity Guide, lesson 21, Performing Data Audits, Activity 65:
Implementing Record Level Audits.
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467
Lesson 21
Review
You should use data audits that track user actions on selected fields or records
sparingly because they add overhead to tracked entries and increase database
resource requirements.
To implement field-level auditing, you select the actions to track in the record
definitions record field properties.
To implement record-level auditing, you build a special audit record definition and
then link it to the record you want to audit.
FOR
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468
Lesson 22
Importing and Exporting Projects

Objectives
FOR
Describe how projects transport definitions between databases.
Export projects.
Import projects and build their tables.
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Projects allow quick access to the definitions that you are using. Projects are also
portable.
You can export the definitions that are in a project to an extensible markup language
(XML) file and then import them into another database. This is an invaluable tool for
developers who typically work in a development environment apart from production
databases.
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469
Lesson 22
Describing How Projects Transport Definitions Between Databases

A project is a collection of definitions. Use projects to:
Organize definitions into related groups as you develop applications.
Move definitions from one application database to another.
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470
Lesson 22

(continued)
Copying a project to a database is the most direct method. If you have connectivity to the
database to which you want to transfer the project, all definitions are loaded into the
target databases tables, as shown in this diagram:
System Catalog
PeopleTools
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Project
System Catalog
Project
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Application Data
Source
Database
Development
Workstation
PeopleTools
Application Data
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Database
Transferring project data from one database to another
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471
Lesson 22

(continued)
Copying to a file creates a series of XML files in a folder. After the project is in file form,
you can import the project from the target side, as shown in this diagram:
System Catalog
PeopleTools
Application Data
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Project
Project
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Workstation
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Files
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Project
Application Data
Target
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Development
Workstation
Copying to file
Slide 463 ______________________________________________________________________________________________________
Student Notes
Projects do not hold application data. If you have record definitions in your project, you
must build them in the new database to create the application data tables.
You can migrate application data with Data Mover script files.
This topic is covered in detail in the instructor-led course Data Administration Tools.
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472
Lesson 22

(continued)
PeopleSoft distributes project files by means of download. Three levels of imports are
available:
Fixes.
Updates.
Upgrades.
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473
Lesson 22
Exporting Projects
Exporting a project is a simple procedure. To export a project to a file:
1. Open the project in Application Designer.
2. Select Tools, Copy Project, To File.
3. Select the definitions to copy.
4. Enter the output directory.
FOR
5. Click the Copy button.
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474
Lesson 22
Exporting Projects (continued)

The copy process creates two files:
An XML file.
An .ini file.
Slide 466 ______________________________________________________________________________________________________
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475
Activity 66:
Lesson 22
Exporting Projects
1. Export a project.
2. Examine the project files.
See PeopleTools I: Activity Guide, lesson 22, Importing and Exporting Projects,
Activity 66: Exporting Projects
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476
Lesson 22
Importing Projects
Importing a project is a nearly identical procedure to exporting a project. To import a
project from a file:
1. From PeopleSoft Application Designer, select Tools, Copy Project, From File.
2. Browse to select the project folder.
3. Select the definitions you want to copy.
4. Click Open.
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5. Select Tools, Validate Project.
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477
Lesson 22
Importing Projects (continued)

When you import a project with record definitions, you have to ensure that the SQL
tables they represent exist. You might have to:
Build tables if they do not exist.
Check changes to the definition to determine whether you should alter the underlying
tables.
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Slide 469 ______________________________________________________________________________________________________
Student Notes
When you select Build, there is an option to build an entire project. This applies the build
options you choose to all the record definitions in the current project. You can select an
option on the Build tab to skip existing records.
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478
Lesson 22
Activity 67:
Importing Projects
In this activity, you will review the activity overview and import the T1_IMPORT
project.
See PeopleTools I: Activity Guide, lesson 22 Importing and Exporting Projects,
Activity 67: Importing Projects
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479
Lesson 22
Review
Projects are an excellent way to organize definitions during development or to

transport definitions between databases.
When you export the current project to a file, you have an .ini file and an XML file
that contains all of the definition data.
When you import a project, check the project integrity and consider whether the
underlying tables have to be built or altered.
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480
Lesson 23
Final Course Activity

Objective
FOR
By the end of this lesson, you will be able to implement the eight steps that create an
application to evaluate training courses.
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Final Course Activity
Activity 68:
Lesson 23
Creating a Course Evaluation Application

1. Design the application.
2. Create the data structures.
3. Create the user interface.
FOR
See PeopleTools I: Activity Guide, lesson 23 Final Course Activity, Activity 68:
Creating a Course Evaluation Application
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482
Lesson 24
Course Review
Completed Objectives
FOR
In this course, you learned how to:
Navigate a PeopleSoft application.
Describe the elements of the PeopleSoft Internet Architecture (PIA).
Describe PeopleSoft data organization and validation.
Implement the eight step process of application development.
Describe additional application development considerations.
Perform searches and audits of application data.
Organize definitions into projects.
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483
Course Review
Lesson 24
Navigating a PeopleSoft Application

One method you use to navigate a PeopleSoft application is the menu pagelet. To find
information you:
Select a folder
Select a content reference
Enter values in the search fields
FOR
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484
Lesson 24
Course Review
Navigating a PeopleSoft Application (continued)

Another method you use to navigate a PeopleSoft application is the search engine. To
find information you:
Enter a value in the search field
Click the Search button
Select the appropriate content reference
FOR
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485
Course Review
Lesson 24
Describing the Elements of the PeopleSoft Internet Architecture

PeopleSoft Internet Architecture consists of:
A database server
An application server
A web server
A browser or other user input device
FOR
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Lesson 24
Course Review
Describing the Elements of the PeopleSoft Internet Architecture

(continued)
This illustration shows communication protocols between the different elements of
PeopleSoft Internet Architecture:
Application
Server
Web Server
Browser
Web
Services
HTML
FOR
Database
Server
System
Catalog
PeopleSoft
Services
SQL
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HTML 4
Compatible
Browser
Java
Services
Jolt
Tuxedo/Jolt
People
Tools
Application
Data
PeopleSoft Internet Architecture
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487
Course Review
Lesson 24
Describing PeopleSoft Data Organization and Validation

A PeopleSoft database has three types of tables:
System
Catalog
People
Tools
Application
Data
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Types of tables
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488
Lesson 24
Course Review
Describing PeopleSoft Data Organization and Validation (continued)

A PeopleSoft application uses application-level validations such as:
Prompt table edits
Translate table edits
Yes/No table edits
FOR
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489
Course Review
Lesson 24
Implement the Eight Step Process of Application Development

This diagram illustrates the eight step process:
Test
Plan
Test
Application
FOR
Design
Application
Register
Components
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Define
Components
User Interface
Define
Fields
Define
Records
Define
Pages
Build
Tables
Data Design
Eight steps of application development
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490
Lesson 24
Course Review
Implement the Eight Step Process of Application Development (continued)

When you plan, you construct the:
Functional specifications
Technical specifications
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491
Course Review
Lesson 24

In the data design phase you:
Create the field definitions
Create the record definitions
Build the SQL table
FOR
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492
Lesson 24
Course Review

In the user interface phase you:
Create the page definitions
Create the component definitions
Register the component
FOR
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493
Course Review
Lesson 24

The testing phase includes:
Adding high-level keys at level 0.
Inserting, updating, and deleting data at level 1.
Viewing and correcting historical data.
Verifying prompts and defaults.
FOR
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Lesson 24
Course Review
Describing Additional Application Development Considerations

In addition to using the eight steps of application development, you should finish the
application by:
Changing the search page title
Creating menus for organizational purposes.
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495
Course Review
Lesson 24
Performing Searches and Audits of Application Data

Your PeopleSoft application uses a Verity search engine to locate data:
You can customize your searches by adding keywords to content references and
folders.
You must generate a new registry collection to use the new keywords.
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496
Lesson 24
Course Review
Performing Searches and Audits of Application Data

You can monitor your data by:
Creating field level audits.
Creating record-level audits.
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497
Course Review
Lesson 24
Organizing Definitions into Projects

You can create project to:
Transport definitions between databases.
Upgrade definitions.
Export definitions to a file.
FOR
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Appendix A
Curriculum Map
FOR
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499
PeopleTools Curriculum Map
Appendix A
Curriculum Map
Development
400
PeopleTools I
5 days
Classroom
420
PeopleCode
5 days
Classroom
410
PeopleTools II
5 days
Classroom
KEY
Upgrade Course
405
PeopleTools Overview
2 days
Classroom
411
Application Engine
4 days
Classroom
FOR
1533
Integrating Processes
and Reports
1 day
Live WebCast
426
Workflow
4 days
Classroom
1022
Integration Tools
4 days
Classroom
Administration
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USE
ONLY!
415
Process Scheduler
Administration and Report
Distribution
2 days
Classroom
478
Data Management Tools
and Upgrade
5 days
Classroom
466
PeopleSoft Security
3 days
Classroom
471
PeopleSoft Server
Administration
4 days
Classroom
Enterprise Portal
1011
Enterprise Portal
Administration (8.4)
3 days
Classroom
OR
1377
Concepts in Enterprise
Portal Development (8.4)
1 day
Live WebCast
Reporting
1011
Enterprise Portal
Administration (8.8)
5 days
Classroom
430
SQR
5 days
Classroom
435
PS/nVision Using Queries
4 days
Classroom
455
Query/Crystal Power
Combo
4 days
Classroom with
OnDemand
1152
Query Reporting
2 days
Classroom with
OnDemand
PeopleTools Curriculum Map
500

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PeopleTools I

Course Overview ...............................................................................................................1

Navigating PeopleSoft Applications...............................................................................19

Explaining PeopleSoft Architecture ..............................................................................53

Organizing Data ..............................................................................................................75

PeopleSoft Proprietary and Confidential

Developing Applications by Using the Eight Steps.....................................................113

Designing the Application.............................................................................................127

Defining Fields ...............................................................................................................141

Creating Record Definitions.........................................................................................163

PeopleSoft Proprietary and Confidential

Building SQL Tables .....................................................................................................197

PeopleSoft Proprietary and Confidential

Registering the T1_COURSE_MATL Component ..............................338

Testing an Application ..................................................................................................341

Editing the Registry Structure .....................................................................................359

Creating Menu Definitions ...........................................................................................385

Analyzing the Impact of Design Changes....................................................................401

PeopleSoft Proprietary and Confidential

Searching Applications by Using the Verity Search Engine......................................435

Importing and Exporting Projects...............................................................................469

Final Course Activity ....................................................................................................481

Course Review ...............................................................................................................483

Curriculum Map ...........................................................................................................499

PeopleSoft Proprietary and Confidential

PeopleSoft Proprietary and Confidential

Indicates PeopleCode function names, method names, language

Indicates a key combination action. For example, a plus sign (+)

Indicates a PeopleCode program or other code example.

Indicate lesson and chapter titles in cross-references and words that

Indicate that the preceding item or series can be repeated any

Indicate a choice between two options in PeopleCode syntax.

Indicate optional items in PeopleCode syntax.

When placed before a parameter in PeopleCode syntax, an

PeopleSoft Proprietary and Confidential

Important! Example of an important note.

Warnings indicate crucial configuration considerations. Pay close attention to warning

Example of cross-reference to a PeopleBook

PeopleSoft Proprietary and Confidential

By the end of this course, you will be able to:

Navigate a PeopleSoft application.

Describe the elements of the PeopleSoft Internet Architecture.

Describe PeopleSoft data organization and validation.

Implement the eight steps of application development.

Describe additional application development considerations.

Perform searches and audits of application data.

Organize definitions into projects.

Demonstrate competence in PeopleSoft application development methodology.

PeopleSoft Proprietary and Confidential

Agenda: Day One

Navigating PeopleSoft Applications.

Describing the PeopleSoft Internet Architecture.

Implementing the Eight Steps of PeopleSoft Application Development.

PeopleSoft Proprietary and Confidential

Agenda: Day Two

Designing the Application.

Creating Field Definitions.

Creating Record Definitions.

Building the Table.

PeopleSoft Proprietary and Confidential

Agenda: Day Three

Creating Page Definitions.

Creating Component Definitions.

Registering the Component.